ECDAX Mutual Fund

NAV$5.32

Returns Overview

1 Month
-0.23%
3 Months
+1.80%
6 Months
+2.85%
YTD
+2.85%
1 Year
+6.87%
3 Years (annualized)
+8.31%
5 Years (annualized)
-1.37%
10 Years (annualized)
+1.39%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JP Morgan CEMBI BD Index(JPMCEMBIBDI)
This Mutual Fund (YTD)
+2.85%
Peer Avg (YTD)
+3.07%
vs Peers
-0.22%

ECDAX Mutual Fund Performance

ECDAX performance across multiple time periods: 1-month -0.23%, YTD 2.85%, 1-year 6.87%, 3-year 8.31%, 5-year -1.37%, 10-year 1.39%.

ECDAX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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