ECOHX Mutual Fund

ECOHX Mutual Fund

NAV$8.01
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Returns Overview

1 Month
+2.98%
3 Months
-1.50%
6 Months
-1.46%
YTD
+0.09%
1 Year
+0.75%
3 Years (annualized)
+5.79%
5 Years (annualized)
+1.67%
10 Years (annualized)
+3.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECOHX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.09%
Peer Avg (YTD)
-0.87%
vs Peers
+0.96%

ECOHX Mutual Fund Performance

ECOHX performance across multiple time periods: 1-month 2.98%, YTD 0.09%, 1-year 0.75%, 3-year 5.79%, 5-year 1.67%, 10-year 3.09%.

ECOHX returns outperform the peer average of -0.87% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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