EAALX Mutual Fund

NAV$18.66

Returns Overview

1 Month
-1.84%
3 Months
-0.82%
6 Months
-11.14%
YTD
-10.79%
1 Year
-7.86%
3 Years (annualized)
+7.49%
5 Years (annualized)
+5.65%
10 Years (annualized)
+14.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAALX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-10.79%
Peer Avg (YTD)
+8.97%
vs Peers
-19.76%

EAALX Mutual Fund Performance

EAALX performance across multiple time periods: 1-month -1.84%, YTD -10.79%, 1-year -7.86%, 3-year 7.49%, 5-year 5.65%, 10-year 14.18%.

EAALX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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