ETADX Mutual Fund

NAV$22.18

Returns Overview

1 Month
+4.39%
3 Months
+15.26%
6 Months
+21.53%
YTD
+19.89%
1 Year
+22.83%
3 Years (annualized)
+17.91%
5 Years (annualized)
+9.54%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Core Total Return Index
This Mutual Fund (YTD)
+19.89%
Peer Avg (YTD)
+10.82%
vs Peers
+9.08%

ETADX Mutual Fund Performance

ETADX performance across multiple time periods: 1-month 4.39%, YTD 19.89%, 1-year 22.83%, 3-year 17.91%, 5-year 9.54%.

ETADX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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