EAIFX Mutual Fund

EAIFX Mutual Fund

NAV$17.40
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Returns Overview

1 Month
+3.19%
3 Months
+0.68%
6 Months
+3.67%
YTD
+10.49%
1 Year
+16.69%
3 Years (annualized)
+14.43%
5 Years (annualized)
+7.02%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAIFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+10.49%
Peer Avg (YTD)
+6.28%
vs Peers
+4.21%

EAIFX Mutual Fund Performance

EAIFX performance across multiple time periods: 1-month 3.19%, YTD 10.49%, 1-year 16.69%, 3-year 14.43%, 5-year 7.02%, 10-year 8.42%.

EAIFX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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