EAPDX Mutual Fund

NAV$15.92

Returns Overview

1 Month
+1.70%
3 Months
-0.48%
6 Months
+0.90%
YTD
+1.16%
1 Year
+5.76%
3 Years (annualized)
+6.95%
5 Years (annualized)
+11.44%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAPDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.16%
Peer Avg (YTD)
+3.13%
vs Peers
-1.97%

EAPDX Mutual Fund Performance

EAPDX performance across multiple time periods: 1-month 1.70%, YTD 1.16%, 1-year 5.76%, 3-year 6.95%, 5-year 11.44%, 10-year 8.43%.

EAPDX returns trail the peer average of 3.13% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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