ECRAX Mutual Fund

NAV$16.66

Returns Overview

1 Month
+0.30%
3 Months
+9.45%
6 Months
+7.32%
YTD
+6.70%
1 Year
+14.37%
3 Years (annualized)
+8.93%
5 Years (annualized)
+2.87%
10 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECRAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+5.87%
vs Peers
+0.84%

ECRAX Mutual Fund Performance

ECRAX performance across multiple time periods: 1-month 0.30%, YTD 6.70%, 1-year 14.37%, 3-year 8.93%, 5-year 2.87%, 10-year 5.07%.

ECRAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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