ERSTX Mutual Fund

NAV$31.81

Returns Overview

1 Month
+1.26%
3 Months
+12.94%
6 Months
+13.55%
YTD
+12.45%
1 Year
+21.79%
3 Years (annualized)
+13.34%
5 Years (annualized)
+9.11%
10 Years (annualized)
+10.47%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.45%
Peer Avg (YTD)
+9.49%
vs Peers
+2.96%

ERSTX Mutual Fund Performance

ERSTX performance across multiple time periods: 1-month 1.26%, YTD 12.45%, 1-year 21.79%, 3-year 13.34%, 5-year 9.11%, 10-year 10.47%.

ERSTX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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