ETADX Mutual Fund

ETADX Mutual Fund

NAV$21.59
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Returns Overview

1 Month
-5.41%
3 Months
-0.94%
6 Months
+9.88%
YTD
+14.96%
1 Year
+16.49%
3 Years (annualized)
+14.51%
5 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETADX 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 Midcap Core Total Return Index
This Mutual Fund (YTD)
+14.96%
Peer Avg (YTD)
+9.54%
vs Peers
+5.42%

ETADX Mutual Fund Performance

ETADX performance across multiple time periods: 1-month -5.41%, YTD 14.96%, 1-year 16.49%, 3-year 14.51%, 5-year 7.67%.

ETADX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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