EALDX Mutual Fund

EALDX Mutual Fund

NAV$7.02
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Returns Overview

1 Month
+0.31%
3 Months
+0.22%
6 Months
+0.30%
YTD
+1.42%
1 Year
+2.88%
3 Years (annualized)
+4.93%
5 Years (annualized)
+2.54%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EALDX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.42%
Peer Avg (YTD)
+2.15%
vs Peers
-0.74%

EALDX Mutual Fund Performance

EALDX performance across multiple time periods: 1-month 0.31%, YTD 1.42%, 1-year 2.88%, 3-year 4.93%, 5-year 2.54%, 10-year 2.10%.

EALDX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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