EAFVX Mutual Fund

EAFVX Mutual Fund

NAV$25.45
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Returns Overview

1 Month
+2.97%
3 Months
+1.24%
6 Months
+11.96%
YTD
+20.90%
1 Year
+26.45%
3 Years (annualized)
+20.10%
5 Years (annualized)
+9.82%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAFVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.90%
Peer Avg (YTD)
+12.44%
vs Peers
+8.46%

EAFVX Mutual Fund Performance

EAFVX performance across multiple time periods: 1-month 2.97%, YTD 20.90%, 1-year 26.45%, 3-year 20.10%, 5-year 9.82%, 10-year 12.20%.

EAFVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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