ECRAX Mutual Fund

ECRAX Mutual Fund

NAV$16.29
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Returns Overview

1 Month
-1.44%
3 Months
-1.15%
6 Months
+8.20%
YTD
+5.48%
1 Year
+8.92%
3 Years (annualized)
+9.59%
5 Years (annualized)
+2.82%
10 Years (annualized)
+4.72%

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
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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)
+5.48%
Peer Avg (YTD)
+4.96%
vs Peers
+0.51%

ECRAX Mutual Fund Performance

ECRAX performance across multiple time periods: 1-month -1.44%, YTD 5.48%, 1-year 8.92%, 3-year 9.59%, 5-year 2.82%, 10-year 4.72%.

ECRAX returns outperform the peer average of 4.96% 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.