ECHAX Mutual Fund

ECHAX Mutual Fund

NAV$10.41
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Returns Overview

1 Month
-1.74%
3 Months
-4.70%
6 Months
-9.10%
YTD
-4.35%
1 Year
-4.00%
3 Years (annualized)
+1.81%
5 Years (annualized)
+4.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECHAX 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
SG Trend Index
This Mutual Fund (YTD)
-4.35%
Peer Avg (YTD)
+11.64%
vs Peers
-15.99%

ECHAX Mutual Fund Performance

ECHAX performance across multiple time periods: 1-month -1.74%, YTD -4.35%, 1-year -4.00%, 3-year 1.81%, 5-year 4.73%.

ECHAX returns trail the peer average of 11.64% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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