EFCIX Mutual Fund

EFCIX Mutual Fund

NAV$25.69
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Returns Overview

6 Months
-3.20%
1 Year
-1.57%
3 Years (annualized)
+18.78%
5 Years (annualized)
+12.59%
10 Years (annualized)
+19.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EFCIX 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
Russell 3000 Growth Index(^RAG)

EFCIX Mutual Fund Performance

EFCIX performance across multiple time periods: 1-year -1.57%, 3-year 18.78%, 5-year 12.59%, 10-year 19.28%.

EFCIX returns can be compared against peers and benchmarks. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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