ETCMX Mutual Fund

ETCMX Mutual Fund

NAV$14.82
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Returns Overview

1 Month
+1.78%
3 Months
-1.73%
6 Months
-2.68%
YTD
+4.89%
1 Year
+5.35%
3 Years (annualized)
+10.33%
5 Years (annualized)
+2.84%
10 Years (annualized)
+6.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETCMX 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
Bloomberg Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+4.89%
Peer Avg (YTD)
+5.30%
vs Peers
-0.41%

ETCMX Mutual Fund Performance

ETCMX performance across multiple time periods: 1-month 1.78%, YTD 4.89%, 1-year 5.35%, 3-year 10.33%, 5-year 2.84%, 10-year 6.33%.

ETCMX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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