ETHFX Mutual Fund

ETHFX Mutual Fund

NAV$21.16
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Returns Overview

1 Month
+32.61%
3 Months
+22.33%
6 Months
+27.01%
YTD
-18.47%
1 Year
-45.22%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
-18.47%
Peer Avg (YTD)
+4.75%
vs Peers
-23.22%

ETHFX Mutual Fund Performance

ETHFX performance across multiple time periods: 1-month 32.61%, YTD -18.47%, 1-year -45.22%.

ETHFX returns trail the peer average of 4.75% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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