ECOAX Mutual Fund

ECOAX Mutual Fund

NAV$10.91
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Returns Overview

1 Month
-2.44%
3 Months
-6.24%
6 Months
-0.80%
YTD
+3.23%
1 Year
+5.79%
3 Years (annualized)
+5.42%
5 Years (annualized)
+0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECOAX 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
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📉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
S&P Global Infrastructure Net Total Return Index(SPGTINDNR)
This Mutual Fund (YTD)
+3.23%
Peer Avg (YTD)
+8.19%
vs Peers
-4.96%

ECOAX Mutual Fund Performance

ECOAX performance across multiple time periods: 1-month -2.44%, YTD 3.23%, 1-year 5.79%, 3-year 5.42%, 5-year 0.74%.

ECOAX returns trail the peer average of 8.19% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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