EAAIX Mutual Fund

EAAIX Mutual Fund

NAV$16.79
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Returns Overview

1 Month
+3.19%
3 Months
+0.70%
6 Months
+3.68%
YTD
+10.63%
1 Year
+16.83%
3 Years (annualized)
+14.61%
5 Years (annualized)
+6.96%
10 Years (annualized)
+8.40%

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)
+10.63%
Peer Avg (YTD)
+6.28%
vs Peers
+4.35%

EAAIX Mutual Fund Performance

EAAIX performance across multiple time periods: 1-month 3.19%, YTD 10.63%, 1-year 16.83%, 3-year 14.61%, 5-year 6.96%, 10-year 8.40%.

EAAIX returns outperform the peer average of 6.28% 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.