ECFHX Mutual Fund

ECFHX Mutual Fund

NAV$7.72
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Returns Overview

1 Month
-0.43%
3 Months
-0.02%
6 Months
+1.41%
YTD
+0.35%
1 Year
+0.70%
3 Years (annualized)
+4.81%
5 Years (annualized)
+3.60%
10 Years (annualized)
+3.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECFHX 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/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+0.50%
vs Peers
-0.15%

ECFHX Mutual Fund Performance

ECFHX performance across multiple time periods: 1-month -0.43%, YTD 0.35%, 1-year 0.70%, 3-year 4.81%, 5-year 3.60%, 10-year 3.61%.

ECFHX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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