EAGCX Mutual Fund

EAGCX Mutual Fund

NAV$16.64
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Returns Overview

1 Month
+7.48%
3 Months
+3.06%
6 Months
-3.11%
YTD
-4.51%
1 Year
-1.90%
3 Years (annualized)
+6.89%
5 Years (annualized)
+3.92%
10 Years (annualized)
+13.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAGCX 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
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📉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 500 Index(SPX)
This Mutual Fund (YTD)
-4.51%
Peer Avg (YTD)
+6.23%
vs Peers
-10.74%

EAGCX Mutual Fund Performance

EAGCX performance across multiple time periods: 1-month 7.48%, YTD -4.51%, 1-year -1.90%, 3-year 6.89%, 5-year 3.92%, 10-year 13.67%.

EAGCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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