EAFRX Mutual Fund

EAFRX Mutual Fund

NAV$24.97
See how much of EAFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.20%
3 Months
-0.99%
6 Months
+1.38%
YTD
+1.26%
1 Year
+6.93%
3 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAFRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.26%
Peer Avg (YTD)
+12.56%
vs Peers
-11.31%

EAFRX Mutual Fund Performance

EAFRX performance across multiple time periods: 1-month 0.20%, YTD 1.26%, 1-year 6.93%, 3-year 2.07%.

EAFRX returns trail the peer average of 12.56% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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