ECRRX Mutual Fund

ECRRX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
+1.36%
3 Months
-0.11%
6 Months
-0.65%
YTD
+0.55%
1 Year
+0.50%
3 Years (annualized)
+3.97%
5 Years (annualized)
+2.21%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECRRX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.55%
Peer Avg (YTD)
+1.93%
vs Peers
-1.38%

ECRRX Mutual Fund Performance

ECRRX performance across multiple time periods: 1-month 1.36%, YTD 0.55%, 1-year 0.50%, 3-year 3.97%, 5-year 2.21%, 10-year 2.61%.

ECRRX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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