EFECX Mutual Fund

EFECX Mutual Fund

NAV$10.56
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Returns Overview

1 Month
-3.47%
3 Months
+0.36%
6 Months
+6.23%
YTD
+2.55%
1 Year
+6.13%
3 Years (annualized)
+16.09%
5 Years (annualized)
+8.02%
10 Years (annualized)
+7.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EFECX 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
MSCI Frontier Markets Index(^MSFMI)
This Mutual Fund (YTD)
+2.55%
Peer Avg (YTD)
+20.48%
vs Peers
-17.94%

EFECX Mutual Fund Performance

EFECX performance across multiple time periods: 1-month -3.47%, YTD 2.55%, 1-year 6.13%, 3-year 16.09%, 5-year 8.02%, 10-year 7.01%.

EFECX returns trail the peer average of 20.48% YTD. With an expense ratio of 2.55%, investors should weigh costs against performance when evaluating this mutual fund.

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