EAIFX Mutual Fund

NAV$17.64

Returns Overview

1 Month
-0.62%
3 Months
+7.66%
6 Months
+9.61%
YTD
+9.06%
1 Year
+15.55%
3 Years (annualized)
+13.21%
5 Years (annualized)
+6.72%
10 Years (annualized)
+8.32%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.06%
Peer Avg (YTD)
+5.87%
vs Peers
+3.20%

EAIFX Mutual Fund Performance

EAIFX performance across multiple time periods: 1-month -0.62%, YTD 9.06%, 1-year 15.55%, 3-year 13.21%, 5-year 6.72%, 10-year 8.32%.

EAIFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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