ECBAX Mutual Fund

ECBAX Mutual Fund

NAV$9.91
See how much of ECBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.39%
3 Months
-0.68%
6 Months
-2.33%
YTD
-0.50%
1 Year
+1.41%
3 Years (annualized)
+5.04%
5 Years (annualized)
+0.17%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECBAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.50%
Peer Avg (YTD)
+2.15%
vs Peers
-2.65%

ECBAX Mutual Fund Performance

ECBAX performance across multiple time periods: 1-month 0.39%, YTD -0.50%, 1-year 1.41%, 3-year 5.04%, 5-year 0.17%, 10-year 2.15%.

ECBAX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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