ERBIX Mutual Fund

ERBIX Mutual Fund

NAV$19.70
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Returns Overview

1 Month
-2.86%
3 Months
-1.06%
6 Months
+1.70%
YTD
+7.54%
1 Year
+9.99%
3 Years (annualized)
+18.23%
5 Years (annualized)
+8.01%
10 Years (annualized)
+10.80%

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)
+7.54%
Peer Avg (YTD)
+8.05%
vs Peers
-0.52%

ERBIX Mutual Fund Performance

ERBIX performance across multiple time periods: 1-month -2.86%, YTD 7.54%, 1-year 9.99%, 3-year 18.23%, 5-year 8.01%, 10-year 10.80%.

ERBIX returns trail the peer average of 8.05% 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.