ECSIX Mutual Fund

ECSIX Mutual Fund

NAV$6.25
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Returns Overview

1 Month
+0.67%
3 Months
+0.74%
6 Months
-0.05%
YTD
+2.00%
1 Year
+5.31%
3 Years (annualized)
+7.48%
5 Years (annualized)
+4.39%
10 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECSIX 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)
+2.00%
Peer Avg (YTD)
+2.15%
vs Peers
-0.15%

ECSIX Mutual Fund Performance

ECSIX performance across multiple time periods: 1-month 0.67%, YTD 2.00%, 1-year 5.31%, 3-year 7.48%, 5-year 4.39%, 10-year 4.02%.

ECSIX returns trail the peer average of 2.15% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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