ELCSX Mutual Fund

NAV$6.96

Returns Overview

6 Months
-10.65%
YTD
-10.65%
1 Year
+24.29%
3 Years (annualized)
-3.97%
5 Years (annualized)
+5.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ELCSX 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
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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 2000 Value Index(^RUJ)

ELCSX Mutual Fund Performance

ELCSX performance across multiple time periods: YTD -10.65%, 1-year 24.29%, 3-year -3.97%, 5-year 5.11%.

ELCSX returns can be compared against peers and benchmarks. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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