ETCEX Mutual Fund

ETCEX Mutual Fund

NAV$17.14
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Returns Overview

1 Month
+3.51%
3 Months
-2.58%
6 Months
+42.51%
YTD
+25.09%
1 Year
+26.82%
3 Years (annualized)
+11.98%
5 Years (annualized)
-2.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETCEX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+25.09%
Peer Avg (YTD)
+16.41%
vs Peers
+8.68%

ETCEX Mutual Fund Performance

ETCEX performance across multiple time periods: 1-month 3.51%, YTD 25.09%, 1-year 26.82%, 3-year 11.98%, 5-year -2.54%.

ETCEX returns outperform the peer average of 16.41% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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