ETFAX Mutual Fund

ETFAX Mutual Fund

NAV$19.58
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Returns Overview

1 Month
+2.27%
3 Months
+0.83%
6 Months
+8.10%
YTD
+9.38%
1 Year
+15.00%
3 Years (annualized)
+14.64%
5 Years (annualized)
+7.79%
10 Years (annualized)
+9.19%

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
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📉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)
+9.38%
Peer Avg (YTD)
+6.28%
vs Peers
+3.10%

ETFAX Mutual Fund Performance

ETFAX performance across multiple time periods: 1-month 2.27%, YTD 9.38%, 1-year 15.00%, 3-year 14.64%, 5-year 7.79%, 10-year 9.19%.

ETFAX returns outperform the peer average of 6.28% 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.