EAAAX Mutual Fund

NAV$19.07

Returns Overview

1 Month
+1.04%
3 Months
+5.37%
6 Months
+8.92%
YTD
+8.51%
1 Year
+20.38%
3 Years (annualized)
+14.12%
5 Years (annualized)
+8.05%
10 Years (annualized)
+6.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAAAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.51%
Peer Avg (YTD)
+3.78%
vs Peers
+4.73%

EAAAX Mutual Fund Performance

EAAAX performance across multiple time periods: 1-month 1.04%, YTD 8.51%, 1-year 20.38%, 3-year 14.12%, 5-year 8.05%, 10-year 6.95%.

EAAAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

EAAAX performance comparison shows side-by-side returns with another fund. EAAAX alternatives are available in the Mutual Fund Screener.