EACAX Mutual Fund

EACAX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
-1.87%
3 Months
-0.33%
6 Months
+0.25%
YTD
+0.83%
1 Year
+6.30%
3 Years (annualized)
+3.24%
5 Years (annualized)
+0.78%
10 Years (annualized)
+1.87%

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)
+0.83%
Peer Avg (YTD)
+0.39%
vs Peers
+0.44%

EACAX Mutual Fund Performance

EACAX performance across multiple time periods: 1-month -1.87%, YTD 0.83%, 1-year 6.30%, 3-year 3.24%, 5-year 0.78%, 10-year 1.87%.

EACAX returns outperform the peer average of 0.39% 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.