EAASX Mutual Fund

NAV$30.45

Returns Overview

1 Month
+2.61%
3 Months
+4.86%
6 Months
-0.23%
YTD
-0.33%
1 Year
-4.64%
3 Years (annualized)
+7.25%
5 Years (annualized)
+9.24%
10 Years (annualized)
+15.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAASX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-0.33%
Peer Avg (YTD)
+10.82%
vs Peers
-11.15%

EAASX Mutual Fund Performance

EAASX performance across multiple time periods: 1-month 2.61%, YTD -0.33%, 1-year -4.64%, 3-year 7.25%, 5-year 9.24%, 10-year 15.55%.

EAASX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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