EAPCX Mutual Fund

NAV$7.94

Returns Overview

1 Month
-6.32%
3 Months
-3.52%
6 Months
+13.13%
YTD
+12.96%
1 Year
+28.62%
3 Years (annualized)
+15.03%
5 Years (annualized)
+12.55%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAPCX 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

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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
Bloomberg Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+12.96%
Peer Avg (YTD)
+8.71%
vs Peers
+4.25%

EAPCX Mutual Fund Performance

EAPCX performance across multiple time periods: 1-month -6.32%, YTD 12.96%, 1-year 28.62%, 3-year 15.03%, 5-year 12.55%, 10-year 9.60%.

EAPCX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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