ECSWX Mutual Fund

ECSWX Mutual Fund

NAV$13.68
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Returns Overview

1 Month
+8.30%
3 Months
+6.01%
6 Months
+18.70%
YTD
+33.44%
1 Year
+44.13%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+33.44%
Peer Avg (YTD)
+24.08%
vs Peers
+9.35%

ECSWX Mutual Fund Performance

ECSWX performance across multiple time periods: 1-month 8.30%, YTD 33.44%, 1-year 44.13%.

ECSWX returns outperform the peer average of 24.08% 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.