ECSMX Mutual Fund

NAV$10.50

Returns Overview

1 Month
+7.60%
3 Months
+12.04%
6 Months
+9.08%
YTD
+8.39%
1 Year
+4.46%
3 Years (annualized)
+5.83%
5 Years (annualized)
+6.38%
10 Years (annualized)
+12.72%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index Return
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+18.52%
vs Peers
-10.13%

ECSMX Mutual Fund Performance

ECSMX performance across multiple time periods: 1-month 7.60%, YTD 8.39%, 1-year 4.46%, 3-year 5.83%, 5-year 6.38%, 10-year 12.72%.

ECSMX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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