ECHIX Mutual Fund

ECHIX Mutual Fund

NAV$4.18
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Returns Overview

1 Month
-0.49%
3 Months
+0.42%
6 Months
+0.58%
YTD
+1.02%
1 Year
+3.81%
3 Years (annualized)
+6.60%
5 Years (annualized)
+3.77%
10 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECHIX 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 US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+0.12%
vs Peers
+0.90%

ECHIX Mutual Fund Performance

ECHIX performance across multiple time periods: 1-month -0.49%, YTD 1.02%, 1-year 3.81%, 3-year 6.60%, 5-year 3.77%, 10-year 4.40%.

ECHIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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