EARFX Mutual Fund

EARFX Mutual Fund

NAV$24.11
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Returns Overview

1 Month
+0.17%
3 Months
-1.03%
6 Months
-1.03%
YTD
-1.03%
1 Year
+3.55%
3 Years (annualized)
+0.82%
5 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EARFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.03%
Peer Avg (YTD)
+12.56%
vs Peers
-13.59%

EARFX Mutual Fund Performance

EARFX performance across multiple time periods: 1-month 0.17%, YTD -1.03%, 1-year 3.55%, 3-year 0.82%, 5-year 5.77%.

EARFX returns trail the peer average of 12.56% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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