EAFGX Mutual Fund

NAV$25.85

Returns Overview

1 Month
-4.11%
3 Months
+14.43%
6 Months
+4.43%
YTD
+4.43%
1 Year
+12.30%
3 Years (annualized)
+22.91%
5 Years (annualized)
+19.10%
10 Years (annualized)
+23.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAFGX 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)
+4.43%
Peer Avg (YTD)
+8.97%
vs Peers
-4.54%

EAFGX Mutual Fund Performance

EAFGX performance across multiple time periods: 1-month -4.11%, YTD 4.43%, 1-year 12.30%, 3-year 22.91%, 5-year 19.10%, 10-year 23.50%.

EAFGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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