ECHYX Mutual Fund

ECHYX Mutual Fund

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Returns Overview

1 Month
-5.10%
3 Months
-7.26%
6 Months
-4.11%
YTD
-3.72%
1 Year
-2.18%
3 Years (annualized)
+4.04%
5 Years (annualized)
+0.02%
10 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECHYX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.72%
Peer Avg (YTD)
-3.84%
vs Peers
+0.12%

ECHYX Mutual Fund Performance

ECHYX performance across multiple time periods: 1-month -5.10%, YTD -3.72%, 1-year -2.18%, 3-year 4.04%, 5-year 0.02%, 10-year 1.65%.

ECHYX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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