ECOIX Mutual Fund

ECOIX Mutual Fund

NAV$10.36
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Returns Overview

1 Month
-4.95%
3 Months
-8.71%
6 Months
-8.34%
YTD
-5.13%
1 Year
-2.61%
3 Years (annualized)
+7.53%
5 Years (annualized)
+0.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECOIX 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)
-5.13%
Peer Avg (YTD)
+0.92%
vs Peers
-6.05%

ECOIX Mutual Fund Performance

ECOIX performance across multiple time periods: 1-month -4.95%, YTD -5.13%, 1-year -2.61%, 3-year 7.53%, 5-year 0.51%.

ECOIX returns trail the peer average of 0.92% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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