ECSTX Mutual Fund

ECSTX Mutual Fund

NAV$32.76
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Returns Overview

1 Month
+3.60%
3 Months
+2.62%
6 Months
+11.30%
YTD
+19.48%
1 Year
+24.16%
3 Years (annualized)
+18.97%
5 Years (annualized)
+9.50%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECSTX 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(RLV)
This Mutual Fund (YTD)
+19.48%
Peer Avg (YTD)
+12.44%
vs Peers
+7.04%

ECSTX Mutual Fund Performance

ECSTX performance across multiple time periods: 1-month 3.60%, YTD 19.48%, 1-year 24.16%, 3-year 18.97%, 5-year 9.50%, 10-year 10.91%.

ECSTX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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