EXCPX Mutual Fund

EXCPX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
+0.10%
3 Months
+0.11%
6 Months
-2.59%
YTD
+1.13%
1 Year
+2.80%
3 Years (annualized)
+4.84%
5 Years (annualized)
+2.01%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXCPX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+2.15%
vs Peers
-1.02%

EXCPX Mutual Fund Performance

EXCPX performance across multiple time periods: 1-month 0.10%, YTD 1.13%, 1-year 2.80%, 3-year 4.84%, 5-year 2.01%, 10-year 2.83%.

EXCPX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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