ERIFX Mutual Fund

NAV$12.99

Returns Overview

1 Month
-0.44%
3 Months
+7.97%
6 Months
+3.43%
YTD
+3.43%
1 Year
+8.59%
3 Years (annualized)
+13.14%
5 Years (annualized)
+6.81%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERIFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.43%
Peer Avg (YTD)
+5.87%
vs Peers
-2.44%

ERIFX Mutual Fund Performance

ERIFX performance across multiple time periods: 1-month -0.44%, YTD 3.43%, 1-year 8.59%, 3-year 13.14%, 5-year 6.81%, 10-year 8.76%.

ERIFX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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