ETFOX Mutual Fund

NAV$20.03

Returns Overview

1 Month
+0.05%
3 Months
+12.57%
6 Months
+8.96%
YTD
+8.66%
1 Year
+18.21%
3 Years (annualized)
+14.79%
5 Years (annualized)
+9.24%
10 Years (annualized)
+10.26%

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

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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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+5.87%
vs Peers
+2.79%

ETFOX Mutual Fund Performance

ETFOX performance across multiple time periods: 1-month 0.05%, YTD 8.66%, 1-year 18.21%, 3-year 14.79%, 5-year 9.24%, 10-year 10.26%.

ETFOX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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