EACPX Mutual Fund

EACPX Mutual Fund

NAV$64.43
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Returns Overview

1 Month
+0.16%
3 Months
+6.77%
6 Months
+19.54%
YTD
+6.73%
1 Year
+7.57%
3 Years (annualized)
+14.96%
5 Years (annualized)
+6.74%
10 Years (annualized)
+13.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EACPX 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 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+6.73%
Peer Avg (YTD)
+8.68%
vs Peers
-1.95%

EACPX Mutual Fund Performance

EACPX performance across multiple time periods: 1-month 0.16%, YTD 6.73%, 1-year 7.57%, 3-year 14.96%, 5-year 6.74%, 10-year 13.58%.

EACPX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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