ECASX Mutual Fund

ECASX Mutual Fund

NAV$24.53
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Returns Overview

1 Month
-7.54%
3 Months
-1.04%
6 Months
+3.59%
YTD
-1.70%
1 Year
-2.55%
3 Years (annualized)
+5.93%
5 Years (annualized)
+3.52%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECASX 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 Index(^RUA)
This Mutual Fund (YTD)
-1.70%
Peer Avg (YTD)
+6.72%
vs Peers
-8.42%

ECASX Mutual Fund Performance

ECASX performance across multiple time periods: 1-month -7.54%, YTD -1.70%, 1-year -2.55%, 3-year 5.93%, 5-year 3.52%, 10-year 8.97%.

ECASX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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