ETPAX Mutual Fund

NAV$7.63
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Returns Overview

1 Month
+0.96%
3 Months
+3.05%
6 Months
+2.92%
YTD
+2.92%
1 Year
+8.39%
3 Years (annualized)
+3.86%
5 Years (annualized)
+0.85%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETPAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Pennsylvania Enhanced Municipal Bond Index
This Mutual Fund (YTD)
+2.92%
Peer Avg (YTD)
+1.79%
vs Peers
+1.13%

ETPAX Mutual Fund Performance

ETPAX performance across multiple time periods: 1-month 0.96%, YTD 2.92%, 1-year 8.39%, 3-year 3.86%, 5-year 0.85%, 10-year 1.69%.

ETPAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

ETPAX performance comparison shows side-by-side returns with another fund. ETPAX alternatives are available in the Mutual Fund Screener.