ECEAX Mutual Fund

NAV$38.66

Returns Overview

1 Month
+0.47%
3 Months
+14.25%
6 Months
+9.39%
YTD
+8.95%
1 Year
+17.15%
3 Years (annualized)
+15.43%
5 Years (annualized)
+8.88%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECEAX 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 Index(^RUA)
This Mutual Fund (YTD)
+8.95%
Peer Avg (YTD)
+6.73%
vs Peers
+2.23%

ECEAX Mutual Fund Performance

ECEAX performance across multiple time periods: 1-month 0.47%, YTD 8.95%, 1-year 17.15%, 3-year 15.43%, 5-year 8.88%, 10-year 11.30%.

ECEAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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