ECSTX Mutual Fund

NAV$32.14

Returns Overview

1 Month
+1.23%
3 Months
+12.82%
6 Months
+13.28%
YTD
+12.20%
1 Year
+21.22%
3 Years (annualized)
+12.78%
5 Years (annualized)
+8.56%
10 Years (annualized)
+10.04%

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
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(RLV)
This Mutual Fund (YTD)
+12.20%
Peer Avg (YTD)
+9.49%
vs Peers
+2.71%

ECSTX Mutual Fund Performance

ECSTX performance across multiple time periods: 1-month 1.23%, YTD 12.20%, 1-year 21.22%, 3-year 12.78%, 5-year 8.56%, 10-year 10.04%.

ECSTX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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