ECFAX Mutual Fund

NAV$9.39

Returns Overview

1 Month
-0.25%
3 Months
+1.63%
6 Months
+0.01%
YTD
+0.01%
1 Year
+1.82%
3 Years (annualized)
+6.16%
5 Years (annualized)
+4.45%
10 Years (annualized)
+4.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECFAX 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/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+3.23%
vs Peers
-3.22%

ECFAX Mutual Fund Performance

ECFAX performance across multiple time periods: 1-month -0.25%, YTD 0.01%, 1-year 1.82%, 3-year 6.16%, 5-year 4.45%, 10-year 4.44%.

ECFAX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.77%, investors should weigh costs against performance when evaluating this mutual fund.

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