ERBAX Mutual Fund

ERBAX Mutual Fund

NAV$20.57
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Returns Overview

1 Month
+2.57%
3 Months
+1.34%
6 Months
+7.66%
YTD
+11.31%
1 Year
+20.71%
3 Years (annualized)
+13.82%
5 Years (annualized)
+7.09%
10 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERBAX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.31%
Peer Avg (YTD)
+10.17%
vs Peers
+1.14%

ERBAX Mutual Fund Performance

ERBAX performance across multiple time periods: 1-month 2.57%, YTD 11.31%, 1-year 20.71%, 3-year 13.82%, 5-year 7.09%, 10-year 10.05%.

ERBAX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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