EAIFX Mutual Fund

EAIFX Mutual Fund

NAV$17.27
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Returns Overview

1 Month
-3.15%
3 Months
-1.88%
6 Months
+5.64%
YTD
+7.01%
1 Year
+9.88%
3 Years (annualized)
+14.43%
5 Years (annualized)
+7.02%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAIFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+4.96%
vs Peers
+2.05%

EAIFX Mutual Fund Performance

EAIFX performance across multiple time periods: 1-month -3.15%, YTD 7.01%, 1-year 9.88%, 3-year 14.43%, 5-year 7.02%, 10-year 8.42%.

EAIFX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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