EALBX Mutual Fund

NAV$10.38

Returns Overview

1 Month
+0.36%
3 Months
+1.41%
6 Months
+1.45%
YTD
+1.45%
1 Year
+4.81%
3 Years (annualized)
+3.74%
5 Years (annualized)
+1.61%
10 Years (annualized)
+1.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EALBX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+1.79%
vs Peers
-0.34%

EALBX Mutual Fund Performance

EALBX performance across multiple time periods: 1-month 0.36%, YTD 1.45%, 1-year 4.81%, 3-year 3.74%, 5-year 1.61%, 10-year 1.91%.

EALBX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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