ETCDX Mutual Fund

NAV$21.72

Returns Overview

1 Month
+4.33%
3 Months
+15.09%
6 Months
+21.06%
YTD
+19.40%
1 Year
+21.99%
3 Years (annualized)
+17.07%
5 Years (annualized)
+8.77%

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
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 Midcap Core Total Return Index
This Mutual Fund (YTD)
+19.40%
Peer Avg (YTD)
+10.82%
vs Peers
+8.58%

ETCDX Mutual Fund Performance

ETCDX performance across multiple time periods: 1-month 4.33%, YTD 19.40%, 1-year 21.99%, 3-year 17.07%, 5-year 8.77%.

ETCDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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