EALTX Mutual Fund

EALTX Mutual Fund

NAV$12.07
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Returns Overview

1 Month
-2.09%
3 Months
-1.29%
6 Months
-1.82%
YTD
-0.87%
1 Year
+3.96%
3 Years (annualized)
+3.19%
5 Years (annualized)
+0.73%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EALTX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.87%
Peer Avg (YTD)
+0.23%
vs Peers
-1.10%

EALTX Mutual Fund Performance

EALTX performance across multiple time periods: 1-month -2.09%, YTD -0.87%, 1-year 3.96%, 3-year 3.19%, 5-year 0.73%, 10-year 1.77%.

EALTX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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