EAIFX Mutual Fund

EAIFX Mutual Fund

NAV$17.41
See how much of EAIFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.82%
3 Months
+1.11%
6 Months
+4.17%
YTD
+7.08%
1 Year
+15.74%
3 Years (annualized)
+12.55%
5 Years (annualized)
+6.70%
10 Years (annualized)
+8.13%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+5.54%
vs Peers
+1.54%

EAIFX Mutual Fund Performance

EAIFX performance across multiple time periods: 1-month -1.82%, YTD 7.08%, 1-year 15.74%, 3-year 12.55%, 5-year 6.70%, 10-year 8.13%.

EAIFX returns outperform the peer average of 5.54% 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.