EACAX Mutual Fund

EACAX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
+2.74%
3 Months
-1.71%
6 Months
-2.03%
YTD
-0.89%
1 Year
-0.50%
3 Years (annualized)
+4.23%
5 Years (annualized)
+0.71%
10 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EACAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.89%
Peer Avg (YTD)
-0.12%
vs Peers
-0.78%

EACAX Mutual Fund Performance

EACAX performance across multiple time periods: 1-month 2.74%, YTD -0.89%, 1-year -0.50%, 3-year 4.23%, 5-year 0.71%, 10-year 1.78%.

EACAX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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