ETCEX Mutual Fund

NAV$16.29

Returns Overview

1 Month
+8.51%
3 Months
+46.27%
6 Months
+28.95%
YTD
+28.40%
1 Year
+37.81%
3 Years (annualized)
+15.00%
5 Years (annualized)
-0.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETCEX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+28.40%
Peer Avg (YTD)
+16.06%
vs Peers
+12.33%

ETCEX Mutual Fund Performance

ETCEX performance across multiple time periods: 1-month 8.51%, YTD 28.40%, 1-year 37.81%, 3-year 15.00%, 5-year -0.66%.

ETCEX returns outperform the peer average of 16.06% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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