ECCAX Mutual Fund

ECCAX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
-2.01%
3 Months
-0.51%
6 Months
-0.14%
YTD
+0.29%
1 Year
+5.51%
3 Years (annualized)
+2.45%
5 Years (annualized)
+0.04%
10 Years (annualized)
+1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECCAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+0.39%
vs Peers
-0.10%

ECCAX Mutual Fund Performance

ECCAX performance across multiple time periods: 1-month -2.01%, YTD 0.29%, 1-year 5.51%, 3-year 2.45%, 5-year 0.04%, 10-year 1.11%.

ECCAX returns trail the peer average of 0.39% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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