ERBAX Mutual Fund

NAV$20.56

Returns Overview

1 Month
+0.40%
3 Months
+14.46%
6 Months
+11.18%
YTD
+10.27%
1 Year
+22.80%
3 Years (annualized)
+13.43%
5 Years (annualized)
+7.16%
10 Years (annualized)
+10.51%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.27%
Peer Avg (YTD)
+9.13%
vs Peers
+1.14%

ERBAX Mutual Fund Performance

ERBAX performance across multiple time periods: 1-month 0.40%, YTD 10.27%, 1-year 22.80%, 3-year 13.43%, 5-year 7.16%, 10-year 10.51%.

ERBAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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