EALDX Mutual Fund

EALDX Mutual Fund

NAV$7.02
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Returns Overview

1 Month
+1.00%
3 Months
-0.65%
6 Months
-0.57%
YTD
+0.45%
1 Year
+1.52%
3 Years (annualized)
+5.28%
5 Years (annualized)
+2.35%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EALDX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.45%
Peer Avg (YTD)
+2.28%
vs Peers
-1.83%

EALDX Mutual Fund Performance

EALDX performance across multiple time periods: 1-month 1.00%, YTD 0.45%, 1-year 1.52%, 3-year 5.28%, 5-year 2.35%, 10-year 1.93%.

EALDX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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