EAALX Mutual Fund

EAALX Mutual Fund

NAV$20.02
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Returns Overview

1 Month
+7.51%
3 Months
+3.29%
6 Months
-2.70%
YTD
-4.09%
1 Year
-1.16%
3 Years (annualized)
+7.69%
5 Years (annualized)
+4.69%
10 Years (annualized)
+13.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAALX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.09%
Peer Avg (YTD)
+6.23%
vs Peers
-10.32%

EAALX Mutual Fund Performance

EAALX performance across multiple time periods: 1-month 7.51%, YTD -4.09%, 1-year -1.16%, 3-year 7.69%, 5-year 4.69%, 10-year 13.77%.

EAALX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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