ECRAX Mutual Fund

ECRAX Mutual Fund

NAV$16.58
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Returns Overview

1 Month
-1.39%
3 Months
+1.55%
6 Months
+3.29%
YTD
+5.22%
1 Year
+12.94%
3 Years (annualized)
+8.27%
5 Years (annualized)
+2.68%
10 Years (annualized)
+4.36%

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
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📉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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.22%
Peer Avg (YTD)
+5.54%
vs Peers
-0.32%

ECRAX Mutual Fund Performance

ECRAX performance across multiple time periods: 1-month -1.39%, YTD 5.22%, 1-year 12.94%, 3-year 8.27%, 5-year 2.68%, 10-year 4.36%.

ECRAX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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