ECOIX Mutual Fund

ECOIX Mutual Fund

NAV$10.32
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Returns Overview

1 Month
-1.47%
3 Months
-7.84%
6 Months
-6.63%
YTD
+1.78%
1 Year
+5.78%
3 Years (annualized)
+7.53%
5 Years (annualized)
+0.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECOIX 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
S&P Global Infrastructure Net Total Return Index(SPGTINDNR)
This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+5.42%
vs Peers
-3.64%

ECOIX Mutual Fund Performance

ECOIX performance across multiple time periods: 1-month -1.47%, YTD 1.78%, 1-year 5.78%, 3-year 7.53%, 5-year 0.51%.

ECOIX returns trail the peer average of 5.42% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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