ECFVX Mutual Fund

ECFVX Mutual Fund

NAV$24.38
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Returns Overview

1 Month
+3.28%
3 Months
+10.36%
6 Months
+15.19%
YTD
+20.04%
1 Year
+30.10%
3 Years (annualized)
+13.71%
5 Years (annualized)
+9.67%
10 Years (annualized)
+10.97%

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)
+20.04%
Peer Avg (YTD)
+11.41%
vs Peers
+8.63%

ECFVX Mutual Fund Performance

ECFVX performance across multiple time periods: 1-month 3.28%, YTD 20.04%, 1-year 30.10%, 3-year 13.71%, 5-year 9.67%, 10-year 10.97%.

ECFVX returns outperform the peer average of 11.41% 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.