EAFVX Mutual Fund

EAFVX Mutual Fund

NAV$25.19
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Returns Overview

1 Month
-2.96%
3 Months
+1.61%
6 Months
+18.77%
YTD
+17.41%
1 Year
+23.92%
3 Years (annualized)
+16.47%
5 Years (annualized)
+10.40%
10 Years (annualized)
+11.88%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+17.41%
Peer Avg (YTD)
+10.00%
vs Peers
+7.41%

EAFVX Mutual Fund Performance

EAFVX performance across multiple time periods: 1-month -2.96%, YTD 17.41%, 1-year 23.92%, 3-year 16.47%, 5-year 10.40%, 10-year 11.88%.

EAFVX returns outperform the peer average of 10.00% 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.