ECERX Mutual Fund

ECERX Mutual Fund

NAV$21.97
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Returns Overview

1 Month
+0.47%
3 Months
+2.28%
6 Months
+14.70%
YTD
+7.22%
1 Year
+9.20%
3 Years (annualized)
+18.14%
5 Years (annualized)
+10.34%
10 Years (annualized)
+13.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECERX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.22%
Peer Avg (YTD)
+9.98%
vs Peers
-2.77%

ECERX Mutual Fund Performance

ECERX performance across multiple time periods: 1-month 0.47%, YTD 7.22%, 1-year 9.20%, 3-year 18.14%, 5-year 10.34%, 10-year 13.08%.

ECERX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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