ECCPX Mutual Fund

NAV$47.68

Returns Overview

1 Month
-5.56%
3 Months
+11.75%
6 Months
-0.87%
YTD
-0.41%
1 Year
+5.61%
3 Years (annualized)
+13.21%
5 Years (annualized)
+7.37%
10 Years (annualized)
+14.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECCPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-0.41%
Peer Avg (YTD)
+8.97%
vs Peers
-9.39%

ECCPX Mutual Fund Performance

ECCPX performance across multiple time periods: 1-month -5.56%, YTD -0.41%, 1-year 5.61%, 3-year 13.21%, 5-year 7.37%, 10-year 14.37%.

ECCPX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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