EAGCX Mutual Fund

NAV$15.67

Returns Overview

1 Month
-1.84%
3 Months
+0.21%
6 Months
+1.24%
YTD
-1.45%
1 Year
+3.37%
3 Years
+13.14%
5 Years
+10.47%
10 Years
+15.10%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EAGCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.45%
Peer Avg (YTD)
+0.87%
vs Peers
-2.31%

EAGCX Mutual Fund Performance

EAGCX performance across multiple time periods: 1-month -1.84%, YTD -1.45%, 1-year 3.37%, 3-year 13.14%, 5-year 10.47%, 10-year 15.10%.

EAGCX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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