ETAHX Mutual Fund

NAV$56.71

Returns Overview

1 Month
+11.84%
3 Months
+17.69%
6 Months
+12.06%
YTD
+13.34%
1 Year
+71.30%
3 Years (annualized)
+15.48%
5 Years (annualized)
+6.50%
10 Years (annualized)
+16.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETAHX 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 Biotechnology Select Industry Index(^SPSIBI:SP)
This Mutual Fund (YTD)
+13.34%
Peer Avg (YTD)
+7.57%
vs Peers
+5.77%

ETAHX Mutual Fund Performance

ETAHX performance across multiple time periods: 1-month 11.84%, YTD 13.34%, 1-year 71.30%, 3-year 15.48%, 5-year 6.50%, 10-year 16.06%.

ETAHX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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