ECDAX Mutual Fund

ECDAX Mutual Fund

NAV$5.24
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Returns Overview

1 Month
-1.69%
3 Months
-0.78%
6 Months
+1.00%
YTD
+2.05%
1 Year
+3.23%
3 Years (annualized)
+8.40%
5 Years (annualized)
-1.08%
10 Years (annualized)
+1.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECDAX 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
JP Morgan CEMBI BD Index(JPMCEMBIBDI)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+0.32%
vs Peers
+1.73%

ECDAX Mutual Fund Performance

ECDAX performance across multiple time periods: 1-month -1.69%, YTD 2.05%, 1-year 3.23%, 3-year 8.40%, 5-year -1.08%, 10-year 1.07%.

ECDAX returns outperform the peer average of 0.32% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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