ELCIX Mutual Fund

ELCIX Mutual Fund

NAV$47.83
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Returns Overview

1 Month
+1.90%
3 Months
+1.20%
6 Months
+14.99%
YTD
+5.25%
1 Year
+6.90%
3 Years (annualized)
+22.19%
5 Years (annualized)
+13.75%
10 Years (annualized)
+18.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ELCIX 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
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📉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 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.25%
Peer Avg (YTD)
+8.68%
vs Peers
-3.43%

ELCIX Mutual Fund Performance

ELCIX performance across multiple time periods: 1-month 1.90%, YTD 5.25%, 1-year 6.90%, 3-year 22.19%, 5-year 13.75%, 10-year 18.24%.

ELCIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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