ETLCX Mutual Fund

NAV$16.89

Returns Overview

1 Month
+5.12%
3 Months
+19.36%
6 Months
+14.99%
YTD
+14.15%
1 Year
+16.85%
3 Years (annualized)
+17.68%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.15%
Peer Avg (YTD)
+9.51%
vs Peers
+4.65%

ETLCX Mutual Fund Performance

ETLCX performance across multiple time periods: 1-month 5.12%, YTD 14.15%, 1-year 16.85%, 3-year 17.68%.

ETLCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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