ERISX Mutual Fund

NAV$17.05

Returns Overview

1 Month
-2.01%
3 Months
+3.40%
6 Months
+5.02%
YTD
+4.40%
1 Year
+10.87%
3 Years (annualized)
+12.82%
5 Years (annualized)
+5.77%
10 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERISX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.40%
Peer Avg (YTD)
+9.13%
vs Peers
-4.73%

ERISX Mutual Fund Performance

ERISX performance across multiple time periods: 1-month -2.01%, YTD 4.40%, 1-year 10.87%, 3-year 12.82%, 5-year 5.77%, 10-year 7.74%.

ERISX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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