EACFX Mutual Fund

NAV$16.93

Returns Overview

1 Month
-0.65%
3 Months
+7.45%
6 Months
+9.11%
YTD
+8.62%
1 Year
+15.35%
3 Years (annualized)
+12.48%
5 Years (annualized)
+8.84%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EACFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.62%
Peer Avg (YTD)
+5.87%
vs Peers
+2.76%

EACFX Mutual Fund Performance

EACFX performance across multiple time periods: 1-month -0.65%, YTD 8.62%, 1-year 15.35%, 3-year 12.48%, 5-year 8.84%, 10-year 9.00%.

EACFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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