EXCIX Mutual Fund

EXCIX Mutual Fund

NAV$8.73
See how much of EXCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.11%
3 Months
-1.17%
6 Months
-2.79%
YTD
-0.65%
1 Year
+1.13%
3 Years (annualized)
+7.25%
5 Years (annualized)
+1.50%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXCIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.65%
Peer Avg (YTD)
+2.15%
vs Peers
-2.80%

EXCIX Mutual Fund Performance

EXCIX performance across multiple time periods: 1-month -0.11%, YTD -0.65%, 1-year 1.13%, 3-year 7.25%, 5-year 1.50%, 10-year 2.44%.

EXCIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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