EEOFX Mutual Fund

EEOFX Mutual Fund

NAV$15.95
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Returns Overview

1 Month
-6.31%
3 Months
-9.49%
6 Months
-14.82%
YTD
-0.74%
1 Year
-4.29%
3 Years (annualized)
+14.95%
5 Years (annualized)
-4.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EEOFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-0.74%
Peer Avg (YTD)
+8.01%
vs Peers
-8.75%

EEOFX Mutual Fund Performance

EEOFX performance across multiple time periods: 1-month -6.31%, YTD -0.74%, 1-year -4.29%, 3-year 14.95%, 5-year -4.45%.

EEOFX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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