ETFOX Mutual Fund

ETFOX Mutual Fund

NAV$19.92
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Returns Overview

1 Month
-1.42%
3 Months
+3.02%
6 Months
+5.54%
YTD
+7.12%
1 Year
+15.85%
3 Years (annualized)
+13.26%
5 Years (annualized)
+8.97%
10 Years (annualized)
+9.64%

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
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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)
+7.12%
Peer Avg (YTD)
+5.54%
vs Peers
+1.58%

ETFOX Mutual Fund Performance

ETFOX performance across multiple time periods: 1-month -1.42%, YTD 7.12%, 1-year 15.85%, 3-year 13.26%, 5-year 8.97%, 10-year 9.64%.

ETFOX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.44%, 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.