ETCDX Mutual Fund

ETCDX Mutual Fund

NAV$20.79
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Returns Overview

1 Month
-1.26%
3 Months
-2.63%
6 Months
+1.88%
YTD
+12.99%
1 Year
+12.21%
3 Years (annualized)
+13.11%
5 Years (annualized)
+6.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETCDX 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
Russell Midcap Core Total Return Index
This Mutual Fund (YTD)
+12.99%
Peer Avg (YTD)
+9.89%
vs Peers
+3.10%

ETCDX Mutual Fund Performance

ETCDX performance across multiple time periods: 1-month -1.26%, YTD 12.99%, 1-year 12.21%, 3-year 13.11%, 5-year 6.00%.

ETCDX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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