ECASX Mutual Fund

ECASX Mutual Fund

NAV$26.56
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Returns Overview

1 Month
+9.46%
3 Months
+3.56%
6 Months
+9.09%
YTD
+7.60%
1 Year
+8.50%
3 Years (annualized)
+9.03%
5 Years (annualized)
+3.51%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECASX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.60%
Peer Avg (YTD)
+8.01%
vs Peers
-0.41%

ECASX Mutual Fund Performance

ECASX performance across multiple time periods: 1-month 9.46%, YTD 7.60%, 1-year 8.50%, 3-year 9.03%, 5-year 3.51%, 10-year 9.68%.

ECASX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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