ECHSX Mutual Fund

NAV$13.37

Returns Overview

1 Month
+0.07%
3 Months
+9.50%
6 Months
-1.04%
YTD
+0.38%
1 Year
+9.92%
3 Years (annualized)
+5.24%
5 Years (annualized)
+5.83%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECHSX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
+7.57%
vs Peers
-7.20%

ECHSX Mutual Fund Performance

ECHSX performance across multiple time periods: 1-month 0.07%, YTD 0.38%, 1-year 9.92%, 3-year 5.24%, 5-year 5.83%, 10-year 10.37%.

ECHSX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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