ETHFX Mutual Fund

NAV$15.16

Returns Overview

1 Month
-21.89%
3 Months
-25.39%
6 Months
-47.94%
YTD
-50.46%
1 Year
-40.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETHFX 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

This Mutual Fund (YTD)
-50.46%
Peer Avg (YTD)
+3.47%
vs Peers
-53.93%

ETHFX Mutual Fund Performance

ETHFX performance across multiple time periods: 1-month -21.89%, YTD -50.46%, 1-year -40.65%.

ETHFX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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