ETSIX Mutual Fund

ETSIX Mutual Fund

NAV$6.63
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Returns Overview

1 Month
+0.72%
3 Months
+0.83%
6 Months
+0.22%
YTD
+2.40%
1 Year
+6.09%
3 Years (annualized)
+8.26%
5 Years (annualized)
+5.17%
10 Years (annualized)
+4.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETSIX 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
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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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+2.40%
Peer Avg (YTD)
+2.15%
vs Peers
+0.24%

ETSIX Mutual Fund Performance

ETSIX performance across multiple time periods: 1-month 0.72%, YTD 2.40%, 1-year 6.09%, 3-year 8.26%, 5-year 5.17%, 10-year 4.79%.

ETSIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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