ECPAX Mutual Fund

ECPAX Mutual Fund

NAV$7.46
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Returns Overview

1 Month
-4.73%
3 Months
-7.01%
6 Months
-4.30%
YTD
-4.57%
1 Year
-3.01%
3 Years (annualized)
+2.70%
5 Years (annualized)
-0.40%
10 Years (annualized)
+0.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECPAX 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 Pennsylvania Enhanced Municipal Bond Index
This Mutual Fund (YTD)
-4.57%
Peer Avg (YTD)
-3.84%
vs Peers
-0.73%

ECPAX Mutual Fund Performance

ECPAX performance across multiple time periods: 1-month -4.73%, YTD -4.57%, 1-year -3.01%, 3-year 2.70%, 5-year -0.40%, 10-year 0.75%.

ECPAX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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