EACPX Mutual Fund

NAV$61.41

Returns Overview

1 Month
-5.48%
3 Months
+11.96%
6 Months
-0.49%
YTD
-0.03%
1 Year
+6.42%
3 Years (annualized)
+13.10%
5 Years (annualized)
+6.84%
10 Years (annualized)
+13.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EACPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-0.03%
Peer Avg (YTD)
+8.97%
vs Peers
-9.01%

EACPX Mutual Fund Performance

EACPX performance across multiple time periods: 1-month -5.48%, YTD -0.03%, 1-year 6.42%, 3-year 13.10%, 5-year 6.84%, 10-year 13.47%.

EACPX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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