EALCX Mutual Fund

EALCX Mutual Fund

NAV$42.55
See how much of EALCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.50%
3 Months
-1.51%
6 Months
+1.60%
YTD
+1.28%
1 Year
+5.95%
3 Years (annualized)
+17.68%
5 Years (annualized)
+9.29%
10 Years (annualized)
+14.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EALCX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+6.23%
vs Peers
-4.95%

EALCX Mutual Fund Performance

EALCX performance across multiple time periods: 1-month -2.50%, YTD 1.28%, 1-year 5.95%, 3-year 17.68%, 5-year 9.29%, 10-year 14.79%.

EALCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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