ECPAX Mutual Fund

ECPAX Mutual Fund

NAV$7.82
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Returns Overview

1 Month
-2.01%
3 Months
-0.67%
6 Months
+0.08%
YTD
+0.56%
1 Year
+6.37%
3 Years (annualized)
+2.39%
5 Years (annualized)
-0.40%
10 Years (annualized)
+0.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECPAX 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
Bloomberg Pennsylvania Enhanced Municipal Bond Index
This Mutual Fund (YTD)
+0.56%
Peer Avg (YTD)
+0.23%
vs Peers
+0.33%

ECPAX Mutual Fund Performance

ECPAX performance across multiple time periods: 1-month -2.01%, YTD 0.56%, 1-year 6.37%, 3-year 2.39%, 5-year -0.40%, 10-year 0.80%.

ECPAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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