ETIRX Mutual Fund

ETIRX Mutual Fund

NAV$7.83
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Returns Overview

1 Month
+0.49%
3 Months
-0.86%
6 Months
-2.18%
YTD
-0.41%
1 Year
+1.79%
3 Years (annualized)
+4.07%
5 Years (annualized)
-0.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETIRX 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
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📉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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.41%
Peer Avg (YTD)
+2.15%
vs Peers
-2.57%

ETIRX Mutual Fund Performance

ETIRX performance across multiple time periods: 1-month 0.49%, YTD -0.41%, 1-year 1.79%, 3-year 4.07%, 5-year -0.46%.

ETIRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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