ERHIX Mutual Fund

ERHIX Mutual Fund

NAV$4.10
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Returns Overview

1 Month
+1.03%
3 Months
+1.41%
6 Months
+2.09%
YTD
+2.95%
1 Year
+4.96%
3 Years (annualized)
+8.03%
5 Years (annualized)
+4.47%
10 Years (annualized)
+4.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERHIX 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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+2.95%
Peer Avg (YTD)
+2.15%
vs Peers
+0.79%

ERHIX Mutual Fund Performance

ERHIX performance across multiple time periods: 1-month 1.03%, YTD 2.95%, 1-year 4.96%, 3-year 8.03%, 5-year 4.47%, 10-year 4.76%.

ERHIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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