ERSTX Mutual Fund

ERSTX Mutual Fund

NAV$32.13
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Returns Overview

1 Month
+3.81%
3 Months
+8.57%
6 Months
+12.80%
YTD
+17.87%
1 Year
+26.38%
3 Years (annualized)
+13.30%
5 Years (annualized)
+9.80%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERSTX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.87%
Peer Avg (YTD)
+11.41%
vs Peers
+6.46%

ERSTX Mutual Fund Performance

ERSTX performance across multiple time periods: 1-month 3.81%, YTD 17.87%, 1-year 26.38%, 3-year 13.30%, 5-year 9.80%, 10-year 10.59%.

ERSTX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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