EACPX Mutual Fund

EACPX Mutual Fund

NAV$62.10
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Returns Overview

1 Month
+4.47%
3 Months
+3.05%
6 Months
+5.50%
YTD
+4.44%
1 Year
+7.75%
3 Years (annualized)
+13.70%
5 Years (annualized)
+7.02%
10 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EACPX 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
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📉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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+4.44%
Peer Avg (YTD)
+6.23%
vs Peers
-1.79%

EACPX Mutual Fund Performance

EACPX performance across multiple time periods: 1-month 4.47%, YTD 4.44%, 1-year 7.75%, 3-year 13.70%, 5-year 7.02%, 10-year 13.34%.

EACPX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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