ECDAX Mutual Fund

ECDAX Mutual Fund

NAV$5.23
See how much of ECDAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.05%
3 Months
-0.57%
6 Months
-1.13%
YTD
+1.99%
1 Year
+2.25%
3 Years (annualized)
+7.45%
5 Years (annualized)
-0.40%
10 Years (annualized)
+0.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECDAX 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
JP Morgan CEMBI BD Index(JPMCEMBIBDI)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+0.43%
vs Peers
+1.57%

ECDAX Mutual Fund Performance

ECDAX performance across multiple time periods: 1-month -0.05%, YTD 1.99%, 1-year 2.25%, 3-year 7.45%, 5-year -0.40%, 10-year 0.63%.

ECDAX returns outperform the peer average of 0.43% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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