EAAIX Mutual Fund

EAAIX Mutual Fund

NAV$16.85
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Returns Overview

1 Month
-1.83%
3 Months
+1.16%
6 Months
+4.26%
YTD
+7.22%
1 Year
+15.90%
3 Years (annualized)
+12.73%
5 Years (annualized)
+6.64%
10 Years (annualized)
+8.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAAIX 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)
+7.22%
Peer Avg (YTD)
+5.54%
vs Peers
+1.68%

EAAIX Mutual Fund Performance

EAAIX performance across multiple time periods: 1-month -1.83%, YTD 7.22%, 1-year 15.90%, 3-year 12.73%, 5-year 6.64%, 10-year 8.12%.

EAAIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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