EAGMX Mutual Fund

NAV$9.06

Returns Overview

1 Month
+0.86%
3 Months
+2.51%
6 Months
+4.47%
YTD
+4.31%
1 Year
+11.15%
3 Years (annualized)
+8.92%
5 Years (annualized)
+6.16%
10 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAGMX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+4.31%
Peer Avg (YTD)
+3.23%
vs Peers
+1.08%

EAGMX Mutual Fund Performance

EAGMX performance across multiple time periods: 1-month 0.86%, YTD 4.31%, 1-year 11.15%, 3-year 8.92%, 5-year 6.16%, 10-year 4.61%.

EAGMX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

EAGMX performance comparison shows side-by-side returns with another fund. EAGMX alternatives are available in the Mutual Fund Screener.