ETFCX Mutual Fund

NAV$17.78

Returns Overview

3 Months
+12.29%
6 Months
+8.43%
YTD
+8.16%
1 Year
+17.06%
3 Years (annualized)
+13.66%
5 Years (annualized)
+8.23%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETFCX 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 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+8.16%
Peer Avg (YTD)
+5.87%
vs Peers
+2.29%

ETFCX Mutual Fund Performance

ETFCX performance across multiple time periods: YTD 8.16%, 1-year 17.06%, 3-year 13.66%, 5-year 8.23%, 10-year 9.50%.

ETFCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.44%, investors should weigh costs against performance when evaluating this mutual fund.

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