ECGMX Mutual Fund

ECGMX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
-0.55%
3 Months
+1.04%
6 Months
+2.57%
YTD
+5.80%
1 Year
+8.19%
3 Years (annualized)
+8.89%
5 Years (annualized)
+5.81%
10 Years (annualized)
+4.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECGMX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+5.80%
Peer Avg (YTD)
+1.93%
vs Peers
+3.87%

ECGMX Mutual Fund Performance

ECGMX performance across multiple time periods: 1-month -0.55%, YTD 5.80%, 1-year 8.19%, 3-year 8.89%, 5-year 5.81%, 10-year 4.05%.

ECGMX returns outperform the peer average of 1.93% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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