ECSIX Mutual Fund

ECSIX Mutual Fund

NAV$6.45
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Returns Overview

1 Month
-0.59%
3 Months
+0.27%
6 Months
+0.56%
YTD
+1.33%
1 Year
+6.63%
3 Years (annualized)
+7.25%
5 Years (annualized)
+4.31%
10 Years (annualized)
+4.09%

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
PROUpgrade to run
🏦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)
+1.33%
Peer Avg (YTD)
+0.12%
vs Peers
+1.21%

ECSIX Mutual Fund Performance

ECSIX performance across multiple time periods: 1-month -0.59%, YTD 1.33%, 1-year 6.63%, 3-year 7.25%, 5-year 4.31%, 10-year 4.09%.

ECSIX returns outperform the peer average of 0.12% 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.