ECSIX Mutual Fund

NAV$6.42

Returns Overview

1 Month
+0.66%
3 Months
+1.85%
6 Months
+1.92%
YTD
+1.93%
1 Year
+7.30%
3 Years (annualized)
+7.71%
5 Years (annualized)
+4.37%
10 Years (annualized)
+4.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECSIX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+3.23%
vs Peers
-1.30%

ECSIX Mutual Fund Performance

ECSIX performance across multiple time periods: 1-month 0.66%, YTD 1.93%, 1-year 7.30%, 3-year 7.71%, 5-year 4.37%, 10-year 4.29%.

ECSIX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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