ECOAX Mutual Fund

NAV$10.88

Returns Overview

1 Month
-2.33%
3 Months
-5.72%
6 Months
-2.25%
YTD
+0.65%
1 Year
+10.10%
3 Years (annualized)
+6.40%
5 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECOAX 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
S&P Global Infrastructure Net Total Return Index(SPGTINDNR)
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+10.15%
vs Peers
-9.50%

ECOAX Mutual Fund Performance

ECOAX performance across multiple time periods: 1-month -2.33%, YTD 0.65%, 1-year 10.10%, 3-year 6.40%, 5-year 1.83%.

ECOAX returns trail the peer average of 10.15% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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