ECRRX Mutual Fund

ECRRX Mutual Fund

NAV$9.57
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Returns Overview

3 Months
-0.54%
6 Months
+0.36%
YTD
+0.66%
1 Year
+0.32%
3 Years (annualized)
+4.05%
5 Years (annualized)
+2.43%
10 Years (annualized)
+2.76%

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)
+0.66%
Peer Avg (YTD)
+2.15%
vs Peers
-1.49%

ECRRX Mutual Fund Performance

ECRRX performance across multiple time periods: YTD 0.66%, 1-year 0.32%, 3-year 4.05%, 5-year 2.43%, 10-year 2.76%.

ECRRX returns trail the peer average of 2.15% 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.