ETLCX Mutual Fund

ETLCX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
-5.16%
3 Months
+1.99%
6 Months
+8.05%
YTD
+8.27%
1 Year
+8.34%
3 Years (annualized)
+12.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETLCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.27%
Peer Avg (YTD)
+9.41%
vs Peers
-1.14%

ETLCX Mutual Fund Performance

ETLCX performance across multiple time periods: 1-month -5.16%, YTD 8.27%, 1-year 8.34%, 3-year 12.91%.

ETLCX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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