ECSWX Mutual Fund

ECSWX Mutual Fund

NAV$13.60
See how much of ECSWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.29%
3 Months
-4.54%
6 Months
+12.49%
YTD
+23.21%
1 Year
+36.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECSWX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+23.21%
Peer Avg (YTD)
+14.43%
vs Peers
+8.78%

ECSWX Mutual Fund Performance

ECSWX performance across multiple time periods: 1-month 7.29%, YTD 23.21%, 1-year 36.45%.

ECSWX returns outperform the peer average of 14.43% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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