ETCDX Mutual Fund

ETCDX Mutual Fund

NAV$20.28
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Returns Overview

1 Month
-5.47%
3 Months
-1.15%
6 Months
+9.46%
YTD
+14.43%
1 Year
+15.67%
3 Years (annualized)
+13.69%
5 Years (annualized)
+6.91%

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
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📉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)
+14.43%
Peer Avg (YTD)
+9.54%
vs Peers
+4.89%

ETCDX Mutual Fund Performance

ETCDX performance across multiple time periods: 1-month -5.47%, YTD 14.43%, 1-year 15.67%, 3-year 13.69%, 5-year 6.91%.

ETCDX returns outperform the peer average of 9.54% 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.