ERBIX Mutual Fund

NAV$20.47

Returns Overview

1 Month
+0.45%
3 Months
+14.56%
6 Months
+11.34%
YTD
+10.43%
1 Year
+23.15%
3 Years (annualized)
+13.74%
5 Years (annualized)
+7.44%
10 Years (annualized)
+10.79%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.43%
Peer Avg (YTD)
+9.13%
vs Peers
+1.30%

ERBIX Mutual Fund Performance

ERBIX performance across multiple time periods: 1-month 0.45%, YTD 10.43%, 1-year 23.15%, 3-year 13.74%, 5-year 7.44%, 10-year 10.79%.

ERBIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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