ECHIX Mutual Fund

ECHIX Mutual Fund

NAV$4.12
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Returns Overview

1 Month
+0.93%
3 Months
+1.13%
6 Months
+1.30%
YTD
+1.97%
1 Year
+3.83%
3 Years (annualized)
+6.86%
5 Years (annualized)
+3.84%
10 Years (annualized)
+4.34%

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)
+1.97%
Peer Avg (YTD)
+2.15%
vs Peers
-0.19%

ECHIX Mutual Fund Performance

ECHIX performance across multiple time periods: 1-month 0.93%, YTD 1.97%, 1-year 3.83%, 3-year 6.86%, 5-year 3.84%, 10-year 4.34%.

ECHIX returns trail the peer average of 2.15% 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.