EXCIX Mutual Fund

EXCIX Mutual Fund

NAV$8.76
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Returns Overview

1 Month
-2.73%
3 Months
-3.76%
6 Months
-3.08%
YTD
-2.98%
1 Year
-2.24%
3 Years (annualized)
+7.25%
5 Years (annualized)
+1.50%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXCIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.98%
Peer Avg (YTD)
+0.50%
vs Peers
-3.48%

EXCIX Mutual Fund Performance

EXCIX performance across multiple time periods: 1-month -2.73%, YTD -2.98%, 1-year -2.24%, 3-year 7.25%, 5-year 1.50%, 10-year 2.44%.

EXCIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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