EFECX Mutual Fund

NAV$11.16

Returns Overview

1 Month
-0.07%
3 Months
+5.84%
6 Months
+2.56%
YTD
+2.17%
1 Year
+12.23%
3 Years (annualized)
+16.10%
5 Years (annualized)
+7.86%
10 Years (annualized)
+6.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EFECX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI Frontier Markets Index(^MSFMI)
This Mutual Fund (YTD)
+2.17%
Peer Avg (YTD)
+23.08%
vs Peers
-20.90%

EFECX Mutual Fund Performance

EFECX performance across multiple time periods: 1-month -0.07%, YTD 2.17%, 1-year 12.23%, 3-year 16.10%, 5-year 7.86%, 10-year 6.89%.

EFECX returns trail the peer average of 23.08% YTD. With an expense ratio of 2.55%, investors should weigh costs against performance when evaluating this mutual fund.

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