EAFVX Mutual Fund

EAFVX Mutual Fund

NAV$25.50
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Returns Overview

1 Month
+3.35%
3 Months
+10.58%
6 Months
+15.60%
YTD
+20.57%
1 Year
+31.12%
3 Years (annualized)
+13.86%
5 Years (annualized)
+10.08%
10 Years (annualized)
+11.72%

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)
+20.57%
Peer Avg (YTD)
+11.41%
vs Peers
+9.16%

EAFVX Mutual Fund Performance

EAFVX performance across multiple time periods: 1-month 3.35%, YTD 20.57%, 1-year 31.12%, 3-year 13.86%, 5-year 10.08%, 10-year 11.72%.

EAFVX returns outperform the peer average of 11.41% 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.