ETCMX Mutual Fund

NAV$15.11

Returns Overview

1 Month
-3.70%
3 Months
-1.31%
6 Months
+3.92%
YTD
+5.96%
1 Year
+13.36%
3 Years (annualized)
+10.78%
5 Years (annualized)
+4.97%
10 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETCMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+5.96%
Peer Avg (YTD)
+5.87%
vs Peers
+0.09%

ETCMX Mutual Fund Performance

ETCMX performance across multiple time periods: 1-month -3.70%, YTD 5.96%, 1-year 13.36%, 3-year 10.78%, 5-year 4.97%, 10-year 7.11%.

ETCMX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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