ETCMX Mutual Fund

ETCMX Mutual Fund

NAV$14.84
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Returns Overview

1 Month
-3.15%
3 Months
-6.90%
6 Months
+0.69%
YTD
+3.05%
1 Year
+2.71%
3 Years (annualized)
+8.77%
5 Years (annualized)
+3.57%
10 Years (annualized)
+6.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETCMX 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
Bloomberg Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+3.05%
Peer Avg (YTD)
+4.96%
vs Peers
-1.91%

ETCMX Mutual Fund Performance

ETCMX performance across multiple time periods: 1-month -3.15%, YTD 3.05%, 1-year 2.71%, 3-year 8.77%, 5-year 3.57%, 10-year 6.36%.

ETCMX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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