ETFCX Mutual Fund

ETFCX Mutual Fund

NAV$17.87
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Returns Overview

1 Month
-0.28%
3 Months
+0.34%
6 Months
+12.68%
YTD
+8.53%
1 Year
+9.67%
3 Years (annualized)
+13.78%
5 Years (annualized)
+6.99%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETFCX 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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+8.53%
Peer Avg (YTD)
+4.96%
vs Peers
+3.56%

ETFCX Mutual Fund Performance

ETFCX performance across multiple time periods: 1-month -0.28%, YTD 8.53%, 1-year 9.67%, 3-year 13.78%, 5-year 6.99%, 10-year 8.35%.

ETFCX returns outperform the peer average of 4.96% YTD. With an expense ratio of 2.44%, investors should weigh costs against performance when evaluating this mutual fund.

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