EICCX Mutual Fund

EICCX Mutual Fund

NAV$20.26
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Returns Overview

1 Month
+6.79%
3 Months
+7.92%
6 Months
+7.50%
YTD
+12.92%
1 Year
+18.88%
3 Years (annualized)
+14.51%
5 Years (annualized)
+11.39%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EICCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.92%
Peer Avg (YTD)
+11.41%
vs Peers
+1.51%

EICCX Mutual Fund Performance

EICCX performance across multiple time periods: 1-month 6.79%, YTD 12.92%, 1-year 18.88%, 3-year 14.51%, 5-year 11.39%, 10-year 11.57%.

EICCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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