ETCBX Mutual Fund

ETCBX Mutual Fund

NAV$9.82
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Returns Overview

1 Month
+0.92%
3 Months
-0.38%
6 Months
-0.68%
YTD
-0.57%
1 Year
+0.15%
3 Years (annualized)
+3.68%
5 Years (annualized)
+0.96%
10 Years (annualized)
+0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETCBX 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
Barclays Intermediate Aggregate Index(^BIA)
This Mutual Fund (YTD)
-0.57%
Peer Avg (YTD)
+1.93%
vs Peers
-2.49%

ETCBX Mutual Fund Performance

ETCBX performance across multiple time periods: 1-month 0.92%, YTD -0.57%, 1-year 0.15%, 3-year 3.68%, 5-year 0.96%, 10-year 0.93%.

ETCBX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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