ERISX Mutual Fund

ERISX Mutual Fund

NAV$17.16
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Returns Overview

1 Month
+3.78%
3 Months
+2.95%
6 Months
+4.96%
YTD
+8.35%
1 Year
+17.71%
3 Years (annualized)
+13.16%
5 Years (annualized)
+6.39%
10 Years (annualized)
+7.72%

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
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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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.35%
Peer Avg (YTD)
+9.42%
vs Peers
-1.07%

ERISX Mutual Fund Performance

ERISX performance across multiple time periods: 1-month 3.78%, YTD 8.35%, 1-year 17.71%, 3-year 13.16%, 5-year 6.39%, 10-year 7.72%.

ERISX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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