EAALX Mutual Fund

NAV$18.42

Returns Overview

1 Month
-1.82%
3 Months
+0.32%
6 Months
+1.58%
YTD
-1.43%
1 Year
+4.10%
3 Years
+13.92%
5 Years
+11.21%
10 Years
+15.92%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.43%
Peer Avg (YTD)
+0.87%
vs Peers
-2.30%

EAALX Mutual Fund Performance

EAALX performance across multiple time periods: 1-month -1.82%, YTD -1.43%, 1-year 4.10%, 3-year 13.92%, 5-year 11.21%, 10-year 15.92%.

EAALX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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