ECFVX Mutual Fund

ECFVX Mutual Fund

NAV$24.22
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Returns Overview

1 Month
-3.01%
3 Months
+1.42%
6 Months
+18.30%
YTD
+16.77%
1 Year
+22.99%
3 Years (annualized)
+14.87%
5 Years (annualized)
+9.16%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECFVX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.77%
Peer Avg (YTD)
+10.00%
vs Peers
+6.78%

ECFVX Mutual Fund Performance

ECFVX performance across multiple time periods: 1-month -3.01%, YTD 16.77%, 1-year 22.99%, 3-year 14.87%, 5-year 9.16%, 10-year 10.91%.

ECFVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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