EARAX Mutual Fund

NAV$17.11

Returns Overview

1 Month
+0.36%
3 Months
+9.67%
6 Months
+7.71%
YTD
+7.10%
1 Year
+15.22%
3 Years (annualized)
+9.75%
5 Years (annualized)
+3.65%
10 Years (annualized)
+5.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EARAX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.10%
Peer Avg (YTD)
+5.87%
vs Peers
+1.23%

EARAX Mutual Fund Performance

EARAX performance across multiple time periods: 1-month 0.36%, YTD 7.10%, 1-year 15.22%, 3-year 9.75%, 5-year 3.65%, 10-year 5.63%.

EARAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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