ECTVX Mutual Fund

NAV$50.29

Returns Overview

1 Month
+3.52%
3 Months
+18.16%
6 Months
+19.41%
YTD
+18.13%
1 Year
+30.15%
3 Years (annualized)
+17.19%
5 Years (annualized)
+10.09%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECTVX 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)
+18.13%
Peer Avg (YTD)
+9.49%
vs Peers
+8.64%

ECTVX Mutual Fund Performance

ECTVX performance across multiple time periods: 1-month 3.52%, YTD 18.13%, 1-year 30.15%, 3-year 17.19%, 5-year 10.09%, 10-year 11.12%.

ECTVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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