ECGMX Mutual Fund

ECGMX Mutual Fund

NAV$9.14
See how much of ECGMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.36%
3 Months
+1.52%
6 Months
+2.38%
YTD
+4.34%
1 Year
+10.12%
3 Years (annualized)
+8.16%
5 Years (annualized)
+5.52%
10 Years (annualized)
+3.89%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+4.34%
Peer Avg (YTD)
+0.12%
vs Peers
+4.22%

ECGMX Mutual Fund Performance

ECGMX performance across multiple time periods: 1-month 0.36%, YTD 4.34%, 1-year 10.12%, 3-year 8.16%, 5-year 5.52%, 10-year 3.89%.

ECGMX returns outperform the peer average of 0.12% 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.