ETFCX Mutual Fund

ETFCX Mutual Fund

NAV$17.33
See how much of ETFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.64%
3 Months
+0.23%
6 Months
+2.96%
YTD
+6.75%
1 Year
+6.76%
3 Years (annualized)
+15.34%
5 Years (annualized)
+6.50%
10 Years (annualized)
+8.38%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+6.75%
Peer Avg (YTD)
+5.30%
vs Peers
+1.45%

ETFCX Mutual Fund Performance

ETFCX performance across multiple time periods: 1-month -1.64%, YTD 6.75%, 1-year 6.76%, 3-year 15.34%, 5-year 6.50%, 10-year 8.38%.

ETFCX returns outperform the peer average of 5.30% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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