ECTMX Mutual Fund

ECTMX Mutual Fund

NAV$16.98
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Returns Overview

1 Month
+0.35%
3 Months
+2.59%
6 Months
+6.90%
YTD
+9.31%
1 Year
+11.79%
3 Years (annualized)
+11.57%
5 Years (annualized)
+7.38%
10 Years (annualized)
+10.31%

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
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
NASDAQ US Broad Dividend Achievers Index(^DAA)
This Mutual Fund (YTD)
+9.31%
Peer Avg (YTD)
+9.41%
vs Peers
-0.11%

ECTMX Mutual Fund Performance

ECTMX performance across multiple time periods: 1-month 0.35%, YTD 9.31%, 1-year 11.79%, 3-year 11.57%, 5-year 7.38%, 10-year 10.31%.

ECTMX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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