EALDX Mutual Fund

NAV$7.22

Returns Overview

1 Month
+0.15%
3 Months
+0.75%
6 Months
+1.49%
YTD
+1.35%
1 Year
+4.34%
3 Years (annualized)
+5.16%
5 Years (annualized)
+2.48%
10 Years (annualized)
+2.14%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.35%
Peer Avg (YTD)
+3.23%
vs Peers
-1.88%

EALDX Mutual Fund Performance

EALDX performance across multiple time periods: 1-month 0.15%, YTD 1.35%, 1-year 4.34%, 3-year 5.16%, 5-year 2.48%, 10-year 2.14%.

EALDX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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