ECSMX Mutual Fund

ECSMX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
-5.37%
3 Months
-7.94%
6 Months
+3.15%
YTD
-0.21%
1 Year
-2.14%
3 Years (annualized)
+5.38%
5 Years (annualized)
+5.53%
10 Years (annualized)
+11.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECSMX 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
Russell 1000 Value Index Return
This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
+10.34%
vs Peers
-10.55%

ECSMX Mutual Fund Performance

ECSMX performance across multiple time periods: 1-month -5.37%, YTD -0.21%, 1-year -2.14%, 3-year 5.38%, 5-year 5.53%, 10-year 11.91%.

ECSMX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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