ELCIX Mutual Fund

ELCIX Mutual Fund

NAV$43.99
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Returns Overview

1 Month
-5.20%
3 Months
-1.63%
6 Months
-3.04%
YTD
-0.22%
1 Year
-2.17%
3 Years (annualized)
+20.59%
5 Years (annualized)
+8.62%
10 Years (annualized)
+14.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ELCIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.22%
Peer Avg (YTD)
+5.14%
vs Peers
-5.36%

ELCIX Mutual Fund Performance

ELCIX performance across multiple time periods: 1-month -5.20%, YTD -0.22%, 1-year -2.17%, 3-year 20.59%, 5-year 8.62%, 10-year 14.98%.

ELCIX returns trail the peer average of 5.14% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

ELCIX vs another fund shows side-by-side returns. ELCIX alternatives are available in the Mutual Fund Screener.