ERHSX Mutual Fund

ERHSX Mutual Fund

NAV$16.58
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Returns Overview

1 Month
+10.45%
3 Months
+11.51%
6 Months
+19.53%
YTD
+11.13%
1 Year
+19.32%
3 Years (annualized)
+11.87%
5 Years (annualized)
+4.53%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERHSX 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
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📉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 World Index(MDWO)
This Mutual Fund (YTD)
+11.13%
Peer Avg (YTD)
+12.41%
vs Peers
-1.28%

ERHSX Mutual Fund Performance

ERHSX performance across multiple time periods: 1-month 10.45%, YTD 11.13%, 1-year 19.32%, 3-year 11.87%, 5-year 4.53%, 10-year 9.94%.

ERHSX returns trail the peer average of 12.41% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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