EARAX Mutual Fund

EARAX Mutual Fund

NAV$16.87
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Returns Overview

1 Month
-1.36%
3 Months
-0.95%
6 Months
+8.63%
YTD
+6.08%
1 Year
+9.75%
3 Years (annualized)
+10.42%
5 Years (annualized)
+3.58%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EARAX 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
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📉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)
+6.08%
Peer Avg (YTD)
+4.96%
vs Peers
+1.12%

EARAX Mutual Fund Performance

EARAX performance across multiple time periods: 1-month -1.36%, YTD 6.08%, 1-year 9.75%, 3-year 10.42%, 5-year 3.58%, 10-year 5.28%.

EARAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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