EACFX Mutual Fund

EACFX Mutual Fund

NAV$16.48
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Returns Overview

1 Month
-0.24%
3 Months
-0.48%
6 Months
+0.43%
YTD
+6.05%
1 Year
+7.05%
3 Years (annualized)
+14.62%
5 Years (annualized)
+5.00%
10 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EACFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.05%
Peer Avg (YTD)
+5.28%
vs Peers
+0.77%

EACFX Mutual Fund Performance

EACFX performance across multiple time periods: 1-month -0.24%, YTD 6.05%, 1-year 7.05%, 3-year 14.62%, 5-year 5.00%, 10-year 6.96%.

EACFX returns outperform the peer average of 5.28% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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