EFCAX Mutual Fund

EFCAX Mutual Fund

NAV$24.84
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Returns Overview

1 Year
+11.58%
3 Years (annualized)
+17.62%
5 Years (annualized)
+13.79%
10 Years (annualized)
+19.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EFCAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)

EFCAX Mutual Fund Performance

EFCAX performance across multiple time periods: 1-year 11.58%, 3-year 17.62%, 5-year 13.79%, 10-year 19.08%.

EFCAX returns can be compared against peers and benchmarks. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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