EFCIX Mutual Fund

EFCIX Mutual Fund

NAV$25.69
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Returns Overview

3 Months
-17.90%
1 Year
+10.30%
3 Years (annualized)
+17.37%
5 Years (annualized)
+13.68%
10 Years (annualized)
+19.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EFCIX 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 Growth Index(^RAG)

EFCIX Mutual Fund Performance

EFCIX performance across multiple time periods: 1-year 10.30%, 3-year 17.37%, 5-year 13.68%, 10-year 19.20%.

EFCIX returns can be compared against peers and benchmarks. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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