EAERX Mutual Fund

NAV$23.94

Returns Overview

1 Month
-0.77%
3 Months
+12.38%
6 Months
+5.35%
YTD
+5.25%
1 Year
+12.16%
3 Years (annualized)
+13.18%
5 Years (annualized)
+8.22%
10 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAERX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.25%
Peer Avg (YTD)
+9.51%
vs Peers
-4.26%

EAERX Mutual Fund Performance

EAERX performance across multiple time periods: 1-month -0.77%, YTD 5.25%, 1-year 12.16%, 3-year 13.18%, 5-year 8.22%, 10-year 12.15%.

EAERX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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