ECASX Mutual Fund

NAV$25.00

Returns Overview

1 Month
+4.60%
3 Months
+4.69%
6 Months
+1.17%
YTD
+3.78%
1 Year
-5.35%
3 Years (annualized)
+5.62%
5 Years (annualized)
+8.58%
10 Years (annualized)
+15.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECASX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.78%
Peer Avg (YTD)
+10.82%
vs Peers
-7.04%

ECASX Mutual Fund Performance

ECASX performance across multiple time periods: 1-month 4.60%, YTD 3.78%, 1-year -5.35%, 3-year 5.62%, 5-year 8.58%, 10-year 15.05%.

ECASX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

ECASX performance comparison shows side-by-side returns with another fund. ECASX alternatives are available in the Mutual Fund Screener.