ECFAX Mutual Fund

ECFAX Mutual Fund

NAV$9.25
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Returns Overview

1 Month
+0.11%
3 Months
+0.40%
6 Months
+2.28%
YTD
+0.65%
1 Year
+1.69%
3 Years (annualized)
+5.44%
5 Years (annualized)
+4.49%
10 Years (annualized)
+4.26%

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
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🏦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)
+0.65%
Peer Avg (YTD)
+2.15%
vs Peers
-1.50%

ECFAX Mutual Fund Performance

ECFAX performance across multiple time periods: 1-month 0.11%, YTD 0.65%, 1-year 1.69%, 3-year 5.44%, 5-year 4.49%, 10-year 4.26%.

ECFAX returns trail the peer average of 2.15% 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.