ETIRX Mutual Fund

ETIRX Mutual Fund

NAV$8.14
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Returns Overview

1 Month
-1.82%
3 Months
-1.11%
6 Months
-1.38%
YTD
-0.90%
1 Year
+2.53%
3 Years (annualized)
+3.68%
5 Years (annualized)
-0.59%

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)
-0.90%
Peer Avg (YTD)
+0.12%
vs Peers
-1.02%

ETIRX Mutual Fund Performance

ETIRX performance across multiple time periods: 1-month -1.82%, YTD -0.90%, 1-year 2.53%, 3-year 3.68%, 5-year -0.59%.

ETIRX returns trail the peer average of 0.12% 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.