ETFOX Mutual Fund

ETFOX Mutual Fund

NAV$19.30
See how much of ETFOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.56%
3 Months
+0.46%
6 Months
+3.50%
YTD
+7.61%
1 Year
+7.81%
3 Years (annualized)
+16.49%
5 Years (annualized)
+7.57%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETFOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+7.61%
Peer Avg (YTD)
+5.30%
vs Peers
+2.31%

ETFOX Mutual Fund Performance

ETFOX performance across multiple time periods: 1-month -1.56%, YTD 7.61%, 1-year 7.81%, 3-year 16.49%, 5-year 7.57%, 10-year 9.46%.

ETFOX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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