ECIFX Mutual Fund

NAV$13.14

Returns Overview

1 Month
-0.49%
3 Months
+7.83%
6 Months
+3.11%
YTD
+3.11%
1 Year
+8.02%
3 Years (annualized)
+12.59%
5 Years (annualized)
+6.28%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECIFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.11%
Peer Avg (YTD)
+5.87%
vs Peers
-2.75%

ECIFX Mutual Fund Performance

ECIFX performance across multiple time periods: 1-month -0.49%, YTD 3.11%, 1-year 8.02%, 3-year 12.59%, 5-year 6.28%, 10-year 8.60%.

ECIFX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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