EFECX Mutual Fund

EFECX Mutual Fund

NAV$11.38
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Returns Overview

1 Month
+0.92%
3 Months
+1.88%
6 Months
-1.58%
YTD
+3.12%
1 Year
+9.85%
3 Years (annualized)
+14.00%
5 Years (annualized)
+8.07%
10 Years (annualized)
+6.80%

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
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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
MSCI Frontier Markets Index(^MSFMI)
This Mutual Fund (YTD)
+3.12%
Peer Avg (YTD)
+17.66%
vs Peers
-14.54%

EFECX Mutual Fund Performance

EFECX performance across multiple time periods: 1-month 0.92%, YTD 3.12%, 1-year 9.85%, 3-year 14.00%, 5-year 8.07%, 10-year 6.80%.

EFECX returns trail the peer average of 17.66% YTD. With an expense ratio of 2.55%, investors should weigh costs against performance when evaluating this mutual fund.

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