EACPX Mutual Fund

EACPX Mutual Fund

NAV$61.65
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Returns Overview

1 Month
-1.85%
3 Months
+0.31%
6 Months
+3.37%
YTD
+4.76%
1 Year
+2.82%
3 Years (annualized)
+16.57%
5 Years (annualized)
+6.40%
10 Years (annualized)
+13.65%

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
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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+4.76%
Peer Avg (YTD)
+5.23%
vs Peers
-0.47%

EACPX Mutual Fund Performance

EACPX performance across multiple time periods: 1-month -1.85%, YTD 4.76%, 1-year 2.82%, 3-year 16.57%, 5-year 6.40%, 10-year 13.65%.

EACPX returns trail the peer average of 5.23% 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.