ECOAX Mutual Fund

ECOAX Mutual Fund

NAV$10.28
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Returns Overview

1 Month
-4.99%
3 Months
-8.77%
6 Months
-8.48%
YTD
-5.35%
1 Year
-2.91%
3 Years (annualized)
+7.26%
5 Years (annualized)
-0.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECOAX 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 Global Infrastructure Net Total Return Index(SPGTINDNR)
This Mutual Fund (YTD)
-5.35%
Peer Avg (YTD)
+0.92%
vs Peers
-6.26%

ECOAX Mutual Fund Performance

ECOAX performance across multiple time periods: 1-month -4.99%, YTD -5.35%, 1-year -2.91%, 3-year 7.26%, 5-year -0.07%.

ECOAX returns trail the peer average of 0.92% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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