ERASX Mutual Fund

NAV$40.48

Returns Overview

1 Month
+2.62%
3 Months
+4.96%
6 Months
-0.08%
YTD
-0.16%
1 Year
-4.34%
3 Years (annualized)
+5.22%
5 Years (annualized)
+7.52%
10 Years (annualized)
+12.79%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-0.16%
Peer Avg (YTD)
+10.82%
vs Peers
-10.98%

ERASX Mutual Fund Performance

ERASX performance across multiple time periods: 1-month 2.62%, YTD -0.16%, 1-year -4.34%, 3-year 5.22%, 5-year 7.52%, 10-year 12.79%.

ERASX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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