ECFGX Mutual Fund

ECFGX Mutual Fund

NAV$20.56
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Returns Overview

1 Month
+0.88%
3 Months
-5.23%
6 Months
+7.12%
YTD
+2.89%
1 Year
+7.36%
3 Years (annualized)
+18.22%
5 Years (annualized)
+8.13%
10 Years (annualized)
+14.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECFGX 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 500 Index(SPX)
This Mutual Fund (YTD)
+2.89%
Peer Avg (YTD)
+8.51%
vs Peers
-5.62%

ECFGX Mutual Fund Performance

ECFGX performance across multiple time periods: 1-month 0.88%, YTD 2.89%, 1-year 7.36%, 3-year 18.22%, 5-year 8.13%, 10-year 14.31%.

ECFGX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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