EAGCX Mutual Fund

NAV$15.84

Returns Overview

1 Month
-1.98%
3 Months
-1.03%
6 Months
-11.51%
YTD
-11.16%
1 Year
-8.59%
3 Years (annualized)
+6.72%
5 Years (annualized)
+4.93%
10 Years (annualized)
+13.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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)
-11.16%
Peer Avg (YTD)
+8.97%
vs Peers
-20.13%

EAGCX Mutual Fund Performance

EAGCX performance across multiple time periods: 1-month -1.98%, YTD -11.16%, 1-year -8.59%, 3-year 6.72%, 5-year 4.93%, 10-year 13.38%.

EAGCX returns trail the peer average of 8.97% 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.