ERASX Mutual Fund

ERASX Mutual Fund

NAV$41.28
See how much of ERASX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+9.55%
3 Months
+3.85%
6 Months
+9.66%
YTD
+8.55%
1 Year
+9.70%
3 Years (annualized)
+10.21%
5 Years (annualized)
+4.61%
10 Years (annualized)
+10.88%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+8.01%
vs Peers
+0.54%

ERASX Mutual Fund Performance

ERASX performance across multiple time periods: 1-month 9.55%, YTD 8.55%, 1-year 9.70%, 3-year 10.21%, 5-year 4.61%, 10-year 10.88%.

ERASX returns outperform the peer average of 8.01% 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.