ETAMX Mutual Fund

ETAMX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
-3.47%
3 Months
-0.70%
6 Months
+5.00%
YTD
+7.21%
1 Year
+10.03%
3 Years (annualized)
+9.71%
5 Years (annualized)
+4.78%
10 Years (annualized)
+7.12%

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
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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
Bloomberg Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+5.54%
vs Peers
+1.67%

ETAMX Mutual Fund Performance

ETAMX performance across multiple time periods: 1-month -3.47%, YTD 7.21%, 1-year 10.03%, 3-year 9.71%, 5-year 4.78%, 10-year 7.12%.

ETAMX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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