ETIMX Mutual Fund

ETIMX Mutual Fund

NAV$15.26
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Returns Overview

1 Month
-3.45%
3 Months
-0.64%
6 Months
+5.14%
YTD
+7.38%
1 Year
+10.29%
3 Years (annualized)
+9.91%
5 Years (annualized)
+4.95%
10 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETIMX 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
Bloomberg Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+5.54%
vs Peers
+1.84%

ETIMX Mutual Fund Performance

ETIMX performance across multiple time periods: 1-month -3.45%, YTD 7.38%, 1-year 10.29%, 3-year 9.91%, 5-year 4.95%, 10-year 7.47%.

ETIMX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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