EALCX Mutual Fund

EALCX Mutual Fund

NAV$40.47
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Returns Overview

1 Month
-5.24%
3 Months
-1.70%
6 Months
-3.18%
YTD
-0.44%
1 Year
-2.42%
3 Years (annualized)
+20.28%
5 Years (annualized)
+8.35%
10 Years (annualized)
+14.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EALCX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.44%
Peer Avg (YTD)
+4.64%
vs Peers
-5.08%

EALCX Mutual Fund Performance

EALCX performance across multiple time periods: 1-month -5.24%, YTD -0.44%, 1-year -2.42%, 3-year 20.28%, 5-year 8.35%, 10-year 14.69%.

EALCX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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