ETFAX Mutual Fund

ETFAX Mutual Fund

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Returns Overview

1 Month
-1.46%
3 Months
+2.94%
6 Months
+5.40%
YTD
+6.95%
1 Year
+15.50%
3 Years (annualized)
+12.97%
5 Years (annualized)
+7.74%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETFAX 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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+6.95%
Peer Avg (YTD)
+5.54%
vs Peers
+1.42%

ETFAX Mutual Fund Performance

ETFAX performance across multiple time periods: 1-month -1.46%, YTD 6.95%, 1-year 15.50%, 3-year 12.97%, 5-year 7.74%, 10-year 8.88%.

ETFAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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