EAFVX Mutual Fund

NAV$24.79

Returns Overview

1 Month
+2.40%
3 Months
+11.37%
6 Months
+15.41%
YTD
+18.56%
1 Year
+26.93%
3 Years (annualized)
+14.44%
5 Years (annualized)
+9.33%
10 Years (annualized)
+11.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAFVX 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)
+18.56%
Peer Avg (YTD)
+9.49%
vs Peers
+9.07%

EAFVX Mutual Fund Performance

EAFVX performance across multiple time periods: 1-month 2.40%, YTD 18.56%, 1-year 26.93%, 3-year 14.44%, 5-year 9.33%, 10-year 11.59%.

EAFVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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