ETFRX Mutual Fund

ETFRX Mutual Fund

NAV$20.49
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Returns Overview

1 Month
-0.64%
3 Months
+2.48%
6 Months
+4.22%
YTD
+5.90%
1 Year
+12.97%
3 Years (annualized)
+7.47%
5 Years (annualized)
+5.22%
10 Years (annualized)
+6.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETFRX 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)
+5.90%
Peer Avg (YTD)
+5.54%
vs Peers
+0.37%

ETFRX Mutual Fund Performance

ETFRX performance across multiple time periods: 1-month -0.64%, YTD 5.90%, 1-year 12.97%, 3-year 7.47%, 5-year 5.22%, 10-year 6.86%.

ETFRX returns outperform the peer average of 5.54% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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