ERBIX Mutual Fund

ERBIX Mutual Fund

NAV$20.47
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Returns Overview

1 Month
-1.58%
3 Months
+2.79%
6 Months
+6.13%
YTD
+8.68%
1 Year
+20.21%
3 Years (annualized)
+14.60%
5 Years (annualized)
+8.77%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERBIX 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)
+8.68%
Peer Avg (YTD)
+9.42%
vs Peers
-0.74%

ERBIX Mutual Fund Performance

ERBIX performance across multiple time periods: 1-month -1.58%, YTD 8.68%, 1-year 20.21%, 3-year 14.60%, 5-year 8.77%, 10-year 10.14%.

ERBIX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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