ERASX Mutual Fund

ERASX Mutual Fund

NAV$40.42
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Returns Overview

1 Month
+4.70%
3 Months
+5.60%
6 Months
+3.28%
YTD
+4.53%
1 Year
+0.38%
3 Years (annualized)
+5.53%
5 Years (annualized)
+4.32%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERASX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+9.54%
vs Peers
-5.01%

ERASX Mutual Fund Performance

ERASX performance across multiple time periods: 1-month 4.70%, YTD 4.53%, 1-year 0.38%, 3-year 5.53%, 5-year 4.32%, 10-year 10.02%.

ERASX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

ERASX vs another fund shows side-by-side returns. ERASX alternatives are available in the Mutual Fund Screener.