ECGMX Mutual Fund

NAV$9.10

Returns Overview

1 Month
+0.80%
3 Months
+2.31%
6 Months
+4.06%
YTD
+3.97%
1 Year
+10.40%
3 Years (annualized)
+8.13%
5 Years (annualized)
+5.37%
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+3.23%
vs Peers
+0.74%

ECGMX Mutual Fund Performance

ECGMX performance across multiple time periods: 1-month 0.80%, YTD 3.97%, 1-year 10.40%, 3-year 8.13%, 5-year 5.37%, 10-year 3.89%.

ECGMX returns outperform the peer average of 3.23% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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