ETHSX Mutual Fund

ETHSX Mutual Fund

NAV$13.54
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Returns Overview

1 Month
+0.61%
3 Months
+7.27%
6 Months
-0.30%
YTD
-0.15%
1 Year
+16.03%
3 Years (annualized)
+4.98%
5 Years (annualized)
+3.30%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETHSX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-0.15%
Peer Avg (YTD)
+6.74%
vs Peers
-6.89%

ETHSX Mutual Fund Performance

ETHSX performance across multiple time periods: 1-month 0.61%, YTD -0.15%, 1-year 16.03%, 3-year 4.98%, 5-year 3.30%, 10-year 7.80%.

ETHSX returns trail the peer average of 6.74% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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