EICCX Mutual Fund

EICCX Mutual Fund

NAV$18.87
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Returns Overview

1 Month
-6.51%
3 Months
+2.25%
6 Months
+5.13%
YTD
+7.06%
1 Year
+10.10%
3 Years (annualized)
+16.63%
5 Years (annualized)
+11.56%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EICCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.06%
Peer Avg (YTD)
+10.00%
vs Peers
-2.94%

EICCX Mutual Fund Performance

EICCX performance across multiple time periods: 1-month -6.51%, YTD 7.06%, 1-year 10.10%, 3-year 16.63%, 5-year 11.56%, 10-year 10.90%.

EICCX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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