EAFHX Mutual Fund

EAFHX Mutual Fund

NAV$7.75
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Returns Overview

1 Month
-0.10%
3 Months
-0.19%
6 Months
+2.05%
YTD
+0.94%
1 Year
+1.29%
3 Years (annualized)
+5.58%
5 Years (annualized)
+4.20%
10 Years (annualized)
+4.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAFHX 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
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+0.94%
Peer Avg (YTD)
+0.72%
vs Peers
+0.22%

EAFHX Mutual Fund Performance

EAFHX performance across multiple time periods: 1-month -0.10%, YTD 0.94%, 1-year 1.29%, 3-year 5.58%, 5-year 4.20%, 10-year 4.12%.

EAFHX returns outperform the peer average of 0.72% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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