ECTMX Mutual Fund

NAV$17.76
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Returns Overview

1 Month
+1.05%
3 Months
+8.90%
6 Months
+9.48%
YTD
+8.93%
1 Year
+11.81%
3 Years (annualized)
+12.81%
5 Years (annualized)
+7.82%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECTMX 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
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📉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

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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
NASDAQ US Broad Dividend Achievers Index(^DAA)
This Mutual Fund (YTD)
+8.93%
Peer Avg (YTD)
+9.51%
vs Peers
-0.58%

ECTMX Mutual Fund Performance

ECTMX performance across multiple time periods: 1-month 1.05%, YTD 8.93%, 1-year 11.81%, 3-year 12.81%, 5-year 7.82%, 10-year 10.55%.

ECTMX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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