EAIFX Mutual Fund

EAIFX Mutual Fund

NAV$17.21
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Returns Overview

1 Month
-0.17%
3 Months
-0.23%
6 Months
+0.88%
YTD
+6.83%
1 Year
+8.06%
3 Years (annualized)
+15.68%
5 Years (annualized)
+6.18%
10 Years (annualized)
+8.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAIFX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.83%
Peer Avg (YTD)
+5.28%
vs Peers
+1.55%

EAIFX Mutual Fund Performance

EAIFX performance across multiple time periods: 1-month -0.17%, YTD 6.83%, 1-year 8.06%, 3-year 15.68%, 5-year 6.18%, 10-year 8.08%.

EAIFX returns outperform the peer average of 5.28% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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