ECSMX Mutual Fund

ECSMX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
+2.63%
3 Months
-4.78%
6 Months
-0.61%
YTD
+2.41%
1 Year
+3.10%
3 Years (annualized)
+8.06%
5 Years (annualized)
+0.26%
10 Years (annualized)
+7.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECSMX 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
Russell 1000 Value Index Return
This Mutual Fund (YTD)
+2.41%
Peer Avg (YTD)
+12.21%
vs Peers
-9.80%

ECSMX Mutual Fund Performance

ECSMX performance across multiple time periods: 1-month 2.63%, YTD 2.41%, 1-year 3.10%, 3-year 8.06%, 5-year 0.26%, 10-year 7.18%.

ECSMX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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