EFCAX Mutual Fund

NAV$24.84

Returns Overview

1 Year
+18.96%
3 Years (annualized)
+19.77%
5 Years (annualized)
+13.45%
10 Years (annualized)
+19.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EFCAX 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
Russell 3000 Growth Index(^RAG)

EFCAX Mutual Fund Performance

EFCAX performance across multiple time periods: 1-year 18.96%, 3-year 19.77%, 5-year 13.45%, 10-year 19.92%.

EFCAX returns can be compared against peers and benchmarks. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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