EALCX Mutual Fund

NAV$43.55
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Returns Overview

1 Month
-4.35%
3 Months
+13.54%
6 Months
+3.83%
YTD
+3.88%
1 Year
+12.31%
3 Years (annualized)
+23.49%
5 Years (annualized)
+14.97%
10 Years (annualized)
+18.98%

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
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📉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

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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.88%
Peer Avg (YTD)
+8.97%
vs Peers
-5.09%

EALCX Mutual Fund Performance

EALCX performance across multiple time periods: 1-month -4.35%, YTD 3.88%, 1-year 12.31%, 3-year 23.49%, 5-year 14.97%, 10-year 18.98%.

EALCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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