EAROX Mutual Fund

NAV$24.79

Returns Overview

1 Month
-0.04%
3 Months
-0.08%
6 Months
-0.08%
YTD
+0.49%
1 Year
+2.47%
3 Years (annualized)
+0.05%
5 Years (annualized)
+3.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAROX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+0.49%
Peer Avg (YTD)
+8.97%
vs Peers
-8.48%

EAROX Mutual Fund Performance

EAROX performance across multiple time periods: 1-month -0.04%, YTD 0.49%, 1-year 2.47%, 3-year 0.05%, 5-year 3.36%.

EAROX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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