ECHMX Mutual Fund

ECHMX Mutual Fund

NAV$8.89
See how much of ECHMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.81%
3 Months
-0.35%
6 Months
+0.19%
YTD
+0.75%
1 Year
+6.24%
3 Years (annualized)
+2.32%
5 Years (annualized)
-0.36%
10 Years (annualized)
+1.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECHMX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+0.23%
vs Peers
+0.52%

ECHMX Mutual Fund Performance

ECHMX performance across multiple time periods: 1-month -1.81%, YTD 0.75%, 1-year 6.24%, 3-year 2.32%, 5-year -0.36%, 10-year 1.34%.

ECHMX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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