ETCGX Mutual Fund

NAV$53.33
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Returns Overview

1 Month
+7.95%
3 Months
+31.52%
6 Months
+22.21%
YTD
+21.10%
1 Year
+38.55%
3 Years (annualized)
+16.00%
5 Years (annualized)
+6.29%
10 Years (annualized)
+15.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETCGX 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

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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+21.10%
Peer Avg (YTD)
+10.82%
vs Peers
+10.28%

ETCGX Mutual Fund Performance

ETCGX performance across multiple time periods: 1-month 7.95%, YTD 21.10%, 1-year 38.55%, 3-year 16.00%, 5-year 6.29%, 10-year 15.73%.

ETCGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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