EACOX Mutual Fund

NAV$21.69

Returns Overview

1 Month
+0.93%
3 Months
+22.79%
6 Months
+26.17%
YTD
+24.25%
1 Year
+43.29%
3 Years (annualized)
+26.48%
5 Years (annualized)
+15.43%
10 Years (annualized)
+12.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EACOX 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
MSCI Emerging Markets Equal Country Weighted Index(M1EFEW)
This Mutual Fund (YTD)
+24.25%
Peer Avg (YTD)
+23.08%
vs Peers
+1.18%

EACOX Mutual Fund Performance

EACOX performance across multiple time periods: 1-month 0.93%, YTD 24.25%, 1-year 43.29%, 3-year 26.48%, 5-year 15.43%, 10-year 12.74%.

EACOX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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