ECGAX Mutual Fund

ECGAX Mutual Fund

NAV$8.46
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Returns Overview

1 Month
+3.20%
3 Months
-1.77%
6 Months
-2.38%
YTD
-1.54%
1 Year
-1.23%
3 Years (annualized)
+3.63%
5 Years (annualized)
-0.22%
10 Years (annualized)
+0.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECGAX 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
Bloomberg Georgia Municipal Bond Index
This Mutual Fund (YTD)
-1.54%
Peer Avg (YTD)
-0.87%
vs Peers
-0.68%

ECGAX Mutual Fund Performance

ECGAX performance across multiple time periods: 1-month 3.20%, YTD -1.54%, 1-year -1.23%, 3-year 3.63%, 5-year -0.22%, 10-year 0.79%.

ECGAX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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