ECHSX Mutual Fund

ECHSX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
-2.48%
3 Months
+1.37%
6 Months
+6.97%
YTD
+0.23%
1 Year
+11.24%
3 Years (annualized)
+5.23%
5 Years (annualized)
+2.55%
10 Years (annualized)
+7.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECHSX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+8.76%
vs Peers
-8.54%

ECHSX Mutual Fund Performance

ECHSX performance across multiple time periods: 1-month -2.48%, YTD 0.23%, 1-year 11.24%, 3-year 5.23%, 5-year 2.55%, 10-year 7.55%.

ECHSX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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