EFCCX Mutual Fund

NAV$22.29

Returns Overview

1 Year
+18.82%
3 Years (annualized)
+19.37%
5 Years (annualized)
+13.17%
10 Years (annualized)
+19.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EFCCX 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)

EFCCX Mutual Fund Performance

EFCCX performance across multiple time periods: 1-year 18.82%, 3-year 19.37%, 5-year 13.17%, 10-year 19.42%.

EFCCX returns can be compared against peers and benchmarks. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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