EAASX Mutual Fund

EAASX Mutual Fund

NAV$33.09

Returns Overview

1 Month
+4.67%
3 Months
+5.54%
6 Months
+3.13%
YTD
+4.32%
1 Year
+0.04%
3 Years (annualized)
+5.20%
5 Years (annualized)
+3.99%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAASX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+9.54%
vs Peers
-5.22%

EAASX Mutual Fund Performance

EAASX performance across multiple time periods: 1-month 4.67%, YTD 4.32%, 1-year 0.04%, 3-year 5.20%, 5-year 3.99%, 10-year 9.66%.

EAASX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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