ERBAX Mutual Fund

ERBAX Mutual Fund

NAV$20.41
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Returns Overview

1 Month
-1.59%
3 Months
+2.69%
6 Months
+6.03%
YTD
+8.52%
1 Year
+19.92%
3 Years (annualized)
+14.31%
5 Years (annualized)
+8.50%
10 Years (annualized)
+10.65%

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
PROUpgrade to run
📉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)
+8.52%
Peer Avg (YTD)
+9.42%
vs Peers
-0.90%

ERBAX Mutual Fund Performance

ERBAX performance across multiple time periods: 1-month -1.59%, YTD 8.52%, 1-year 19.92%, 3-year 14.31%, 5-year 8.50%, 10-year 10.65%.

ERBAX returns trail the peer average of 9.42% 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.