EEOFX Mutual Fund

EEOFX Mutual Fund

NAV$18.66
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Returns Overview

1 Month
-11.85%
3 Months
-5.90%
6 Months
+5.17%
YTD
+9.66%
1 Year
+16.82%
3 Years (annualized)
+5.99%
5 Years (annualized)
-1.24%

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
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🏦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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.66%
Peer Avg (YTD)
+9.54%
vs Peers
+0.12%

EEOFX Mutual Fund Performance

EEOFX performance across multiple time periods: 1-month -11.85%, YTD 9.66%, 1-year 16.82%, 3-year 5.99%, 5-year -1.24%.

EEOFX returns outperform the peer average of 9.54% 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.