ETNEX Mutual Fund

ETNEX Mutual Fund

NAV$15.32
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Returns Overview

1 Month
-8.43%
3 Months
+1.09%
6 Months
+13.59%
YTD
+15.15%
1 Year
+10.00%
3 Years (annualized)
+17.53%
5 Years (annualized)
-2.44%

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)
+15.15%
Peer Avg (YTD)
+11.26%
vs Peers
+3.90%

ETNEX Mutual Fund Performance

ETNEX performance across multiple time periods: 1-month -8.43%, YTD 15.15%, 1-year 10.00%, 3-year 17.53%, 5-year -2.44%.

ETNEX returns outperform the peer average of 11.26% 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.