ELCIX Mutual Fund

NAV$47.32

Returns Overview

1 Month
-4.34%
3 Months
+13.62%
6 Months
+3.95%
YTD
+4.00%
1 Year
+12.58%
3 Years (annualized)
+23.61%
5 Years (annualized)
+15.03%
10 Years (annualized)
+19.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ELCIX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.00%
Peer Avg (YTD)
+8.97%
vs Peers
-4.97%

ELCIX Mutual Fund Performance

ELCIX performance across multiple time periods: 1-month -4.34%, YTD 4.00%, 1-year 12.58%, 3-year 23.61%, 5-year 15.03%, 10-year 19.13%.

ELCIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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