ETABX Mutual Fund

ETABX Mutual Fund

NAV$10.05
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Returns Overview

1 Month
-0.44%
3 Months
-0.12%
6 Months
-0.05%
YTD
+0.24%
1 Year
+2.72%
3 Years (annualized)
+4.34%
5 Years (annualized)
+1.57%
10 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETABX 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
Barclays Intermediate Aggregate Index(^BIA)
This Mutual Fund (YTD)
+0.24%
Peer Avg (YTD)
+0.12%
vs Peers
+0.12%

ETABX Mutual Fund Performance

ETABX performance across multiple time periods: 1-month -0.44%, YTD 0.24%, 1-year 2.72%, 3-year 4.34%, 5-year 1.57%, 10-year 1.65%.

ETABX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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