EEOFX Mutual Fund

NAV$17.77

Returns Overview

1 Month
-8.87%
3 Months
-4.10%
6 Months
+4.16%
YTD
+10.03%
1 Year
+43.08%
3 Years (annualized)
+11.37%
5 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EEOFX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.03%
Peer Avg (YTD)
+10.82%
vs Peers
-0.78%

EEOFX Mutual Fund Performance

EEOFX performance across multiple time periods: 1-month -8.87%, YTD 10.03%, 1-year 43.08%, 3-year 11.37%, 5-year 1.54%.

EEOFX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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