ECGOX Mutual Fund

ECGOX Mutual Fund

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Returns Overview

1 Month
+3.25%
3 Months
-0.88%
6 Months
-2.13%
YTD
-1.90%
1 Year
-0.95%
3 Years (annualized)
+4.83%
5 Years (annualized)
+0.77%
10 Years (annualized)
+0.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECGOX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-1.90%
Peer Avg (YTD)
+1.88%
vs Peers
-3.78%

ECGOX Mutual Fund Performance

ECGOX performance across multiple time periods: 1-month 3.25%, YTD -1.90%, 1-year -0.95%, 3-year 4.83%, 5-year 0.77%, 10-year 0.75%.

ECGOX returns trail the peer average of 1.88% YTD. With an expense ratio of 3.51%, investors should weigh costs against performance when evaluating this mutual fund.

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