ETIEX Mutual Fund

NAV$18.00
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Returns Overview

1 Month
+8.60%
3 Months
+46.67%
6 Months
+29.62%
YTD
+29.00%
1 Year
+39.13%
3 Years (annualized)
+16.18%
5 Years (annualized)
+0.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETIEX 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

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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

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+29.00%
Peer Avg (YTD)
+16.06%
vs Peers
+12.94%

ETIEX Mutual Fund Performance

ETIEX performance across multiple time periods: 1-month 8.60%, YTD 29.00%, 1-year 39.13%, 3-year 16.18%, 5-year 0.09%.

ETIEX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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