EEOFX Mutual Fund

EEOFX Mutual Fund

NAV$17.02
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Returns Overview

1 Month
-3.39%
3 Months
-14.83%
6 Months
+5.55%
YTD
+5.94%
1 Year
+6.74%
3 Years (annualized)
+10.34%
5 Years (annualized)
-1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EEOFX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.94%
Peer Avg (YTD)
+6.72%
vs Peers
-0.78%

EEOFX Mutual Fund Performance

EEOFX performance across multiple time periods: 1-month -3.39%, YTD 5.94%, 1-year 6.74%, 3-year 10.34%, 5-year -1.28%.

EEOFX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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