EALDX Mutual Fund

EALDX Mutual Fund

NAV$7.21
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Returns Overview

1 Month
-0.24%
3 Months
+0.08%
6 Months
+0.94%
YTD
+1.10%
1 Year
+4.03%
3 Years (annualized)
+4.93%
5 Years (annualized)
+2.48%
10 Years (annualized)
+2.08%

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)
+1.10%
Peer Avg (YTD)
+0.12%
vs Peers
+0.98%

EALDX Mutual Fund Performance

EALDX performance across multiple time periods: 1-month -0.24%, YTD 1.10%, 1-year 4.03%, 3-year 4.93%, 5-year 2.48%, 10-year 2.08%.

EALDX returns outperform the peer average of 0.12% 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.