ECERX Mutual Fund

NAV$21.79

Returns Overview

1 Month
-0.85%
3 Months
+12.14%
6 Months
+4.99%
YTD
+4.83%
1 Year
+11.29%
3 Years (annualized)
+18.44%
5 Years (annualized)
+15.88%
10 Years (annualized)
+17.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECERX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+9.51%
vs Peers
-4.68%

ECERX Mutual Fund Performance

ECERX performance across multiple time periods: 1-month -0.85%, YTD 4.83%, 1-year 11.29%, 3-year 18.44%, 5-year 15.88%, 10-year 17.12%.

ECERX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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