ECOHX Mutual Fund

ECOHX Mutual Fund

NAV$7.78
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Returns Overview

1 Month
-4.10%
3 Months
-5.65%
6 Months
-3.06%
YTD
-2.80%
1 Year
-1.02%
3 Years (annualized)
+2.18%
5 Years (annualized)
-0.57%
10 Years (annualized)
+0.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECOHX 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
PROUpgrade to run
🏦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)
-2.80%
Peer Avg (YTD)
-3.84%
vs Peers
+1.04%

ECOHX Mutual Fund Performance

ECOHX performance across multiple time periods: 1-month -4.10%, YTD -2.80%, 1-year -1.02%, 3-year 2.18%, 5-year -0.57%, 10-year 0.84%.

ECOHX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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