EALDX Mutual Fund

EALDX Mutual Fund

NAV$7.03
See how much of EALDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.93%
3 Months
-1.87%
6 Months
-1.13%
YTD
-0.54%
1 Year
+0.98%
3 Years (annualized)
+4.93%
5 Years (annualized)
+2.54%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EALDX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.54%
Peer Avg (YTD)
+0.50%
vs Peers
-1.04%

EALDX Mutual Fund Performance

EALDX performance across multiple time periods: 1-month -1.93%, YTD -0.54%, 1-year 0.98%, 3-year 4.93%, 5-year 2.54%, 10-year 2.10%.

EALDX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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