ECTVX Mutual Fund

ECTVX Mutual Fund

NAV$50.53
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Returns Overview

1 Month
+0.28%
3 Months
+8.88%
6 Months
+14.13%
YTD
+19.75%
1 Year
+29.54%
3 Years (annualized)
+15.88%
5 Years (annualized)
+9.83%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECTVX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+19.75%
Peer Avg (YTD)
+11.41%
vs Peers
+8.34%

ECTVX Mutual Fund Performance

ECTVX performance across multiple time periods: 1-month 0.28%, YTD 19.75%, 1-year 29.54%, 3-year 15.88%, 5-year 9.83%, 10-year 10.98%.

ECTVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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