ERSMX Mutual Fund

ERSMX Mutual Fund

NAV$30.60
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Returns Overview

1 Month
+4.63%
3 Months
+5.42%
6 Months
+2.98%
YTD
+4.15%
1 Year
-0.22%
3 Years (annualized)
+4.92%
5 Years (annualized)
+3.73%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERSMX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.15%
Peer Avg (YTD)
+9.54%
vs Peers
-5.39%

ERSMX Mutual Fund Performance

ERSMX performance across multiple time periods: 1-month 4.63%, YTD 4.15%, 1-year -0.22%, 3-year 4.92%, 5-year 3.73%, 10-year 9.39%.

ERSMX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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