ETAEX Mutual Fund

NAV$17.75

Returns Overview

1 Month
+8.60%
3 Months
+46.59%
6 Months
+29.52%
YTD
+28.81%
1 Year
+38.86%
3 Years (annualized)
+15.90%
5 Years (annualized)
+0.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETAEX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+28.81%
Peer Avg (YTD)
+16.06%
vs Peers
+12.74%

ETAEX Mutual Fund Performance

ETAEX performance across multiple time periods: 1-month 8.60%, YTD 28.81%, 1-year 38.86%, 3-year 15.90%, 5-year 0.12%.

ETAEX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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