EACFX Mutual Fund

EACFX Mutual Fund

NAV$16.67
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Returns Overview

1 Month
-3.22%
3 Months
-2.13%
6 Months
+5.16%
YTD
+6.31%
1 Year
+8.86%
3 Years (annualized)
+13.39%
5 Years (annualized)
+5.82%
10 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EACFX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.31%
Peer Avg (YTD)
+4.97%
vs Peers
+1.34%

EACFX Mutual Fund Performance

EACFX performance across multiple time periods: 1-month -3.22%, YTD 6.31%, 1-year 8.86%, 3-year 13.39%, 5-year 5.82%, 10-year 7.31%.

EACFX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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