EAERX Mutual Fund

EAERX Mutual Fund

NAV$24.09
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Returns Overview

1 Month
+0.51%
3 Months
+2.47%
6 Months
+15.16%
YTD
+7.85%
1 Year
+10.02%
3 Years (annualized)
+19.04%
5 Years (annualized)
+11.18%
10 Years (annualized)
+13.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAERX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.85%
Peer Avg (YTD)
+9.98%
vs Peers
-2.13%

EAERX Mutual Fund Performance

EAERX performance across multiple time periods: 1-month 0.51%, YTD 7.85%, 1-year 10.02%, 3-year 19.04%, 5-year 11.18%, 10-year 13.93%.

EAERX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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