EAFAX Mutual Fund

EAFAX Mutual Fund

NAV$9.27
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Returns Overview

1 Month
+0.16%
3 Months
+0.53%
6 Months
+2.53%
YTD
+0.99%
1 Year
+2.21%
3 Years (annualized)
+5.93%
5 Years (annualized)
+5.01%
10 Years (annualized)
+4.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAFAX 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
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
+2.15%
vs Peers
-1.16%

EAFAX Mutual Fund Performance

EAFAX performance across multiple time periods: 1-month 0.16%, YTD 0.99%, 1-year 2.21%, 3-year 5.93%, 5-year 5.01%, 10-year 4.78%.

EAFAX returns trail the peer average of 2.15% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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