ECTMX Mutual Fund

ECTMX Mutual Fund

NAV$17.36
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Returns Overview

1 Month
-2.71%
3 Months
-2.09%
6 Months
+6.63%
YTD
+6.65%
1 Year
+4.87%
3 Years (annualized)
+12.45%
5 Years (annualized)
+7.12%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECTMX 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
NASDAQ US Broad Dividend Achievers Index(^DAA)
This Mutual Fund (YTD)
+6.65%
Peer Avg (YTD)
+9.98%
vs Peers
-3.33%

ECTMX Mutual Fund Performance

ECTMX performance across multiple time periods: 1-month -2.71%, YTD 6.65%, 1-year 4.87%, 3-year 12.45%, 5-year 7.12%, 10-year 10.37%.

ECTMX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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