ETFCX Mutual Fund

ETFCX Mutual Fund

NAV$17.80
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Returns Overview

1 Month
-1.53%
3 Months
+2.72%
6 Months
+5.02%
YTD
+6.50%
1 Year
+14.66%
3 Years (annualized)
+12.15%
5 Years (annualized)
+6.93%
10 Years (annualized)
+8.08%

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
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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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+6.50%
Peer Avg (YTD)
+5.54%
vs Peers
+0.97%

ETFCX Mutual Fund Performance

ETFCX performance across multiple time periods: 1-month -1.53%, YTD 6.50%, 1-year 14.66%, 3-year 12.15%, 5-year 6.93%, 10-year 8.08%.

ETFCX returns outperform the peer average of 5.54% YTD. With an expense ratio of 2.44%, 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.