ETAMX Mutual Fund

NAV$15.38

Returns Overview

1 Month
+2.61%
3 Months
+8.35%
6 Months
+11.76%
YTD
+11.06%
1 Year
+14.16%
3 Years (annualized)
+11.61%
5 Years (annualized)
+5.75%
10 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETAMX 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
Bloomberg Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+11.06%
Peer Avg (YTD)
+5.87%
vs Peers
+5.20%

ETAMX Mutual Fund Performance

ETAMX performance across multiple time periods: 1-month 2.61%, YTD 11.06%, 1-year 14.16%, 3-year 11.61%, 5-year 5.75%, 10-year 7.78%.

ETAMX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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