ECFAX Mutual Fund

ECFAX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
+0.53%
3 Months
+0.80%
6 Months
+1.04%
YTD
+0.54%
1 Year
+1.85%
3 Years (annualized)
+5.85%
5 Years (annualized)
+4.60%
10 Years (annualized)
+4.37%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+0.54%
Peer Avg (YTD)
+0.12%
vs Peers
+0.42%

ECFAX Mutual Fund Performance

ECFAX performance across multiple time periods: 1-month 0.53%, YTD 0.54%, 1-year 1.85%, 3-year 5.85%, 5-year 4.60%, 10-year 4.37%.

ECFAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 2.77%, investors should weigh costs against performance when evaluating this mutual fund.

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