EAFHX Mutual Fund

EAFHX Mutual Fund

NAV$7.76
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Returns Overview

1 Month
+0.27%
3 Months
+0.63%
6 Months
+2.03%
YTD
+1.28%
1 Year
+2.51%
3 Years (annualized)
+5.59%
5 Years (annualized)
+4.40%
10 Years (annualized)
+4.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAFHX 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)
+1.28%
Peer Avg (YTD)
+2.15%
vs Peers
-0.87%

EAFHX Mutual Fund Performance

EAFHX performance across multiple time periods: 1-month 0.27%, YTD 1.28%, 1-year 2.51%, 3-year 5.59%, 5-year 4.40%, 10-year 4.33%.

EAFHX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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