EACAX Mutual Fund

EACAX Mutual Fund

NAV$9.54
See how much of EACAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.04%
3 Months
-6.13%
6 Months
-3.51%
YTD
-3.54%
1 Year
-1.91%
3 Years (annualized)
+3.39%
5 Years (annualized)
+0.81%
10 Years (annualized)
+1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EACAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.54%
Peer Avg (YTD)
-3.88%
vs Peers
+0.34%

EACAX Mutual Fund Performance

EACAX performance across multiple time periods: 1-month -4.04%, YTD -3.54%, 1-year -1.91%, 3-year 3.39%, 5-year 0.81%, 10-year 1.81%.

EACAX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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