ECOIX Mutual Fund

NAV$10.84

Returns Overview

1 Month
-4.05%
3 Months
+0.41%
6 Months
+5.96%
YTD
+3.92%
1 Year
+10.45%
3 Years (annualized)
+6.65%
5 Years (annualized)
+2.09%

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
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 Global Infrastructure Net Total Return Index(SPGTINDNR)
This Mutual Fund (YTD)
+3.92%
Peer Avg (YTD)
+10.15%
vs Peers
-6.23%

ECOIX Mutual Fund Performance

ECOIX performance across multiple time periods: 1-month -4.05%, YTD 3.92%, 1-year 10.45%, 3-year 6.65%, 5-year 2.09%.

ECOIX returns trail the peer average of 10.15% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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