ETNEX Mutual Fund

ETNEX Mutual Fund

NAV$18.69
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Returns Overview

1 Month
+6.65%
3 Months
+2.32%
6 Months
+27.92%
YTD
+21.49%
1 Year
+28.20%
3 Years (annualized)
+12.92%
5 Years (annualized)
-1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETNEX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+21.49%
Peer Avg (YTD)
+14.35%
vs Peers
+7.14%

ETNEX Mutual Fund Performance

ETNEX performance across multiple time periods: 1-month 6.65%, YTD 21.49%, 1-year 28.20%, 3-year 12.92%, 5-year -1.76%.

ETNEX returns outperform the peer average of 14.35% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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