EFEAX Mutual Fund

NAV$11.37

Returns Overview

1 Month
-0.87%
3 Months
-1.22%
6 Months
-4.37%
YTD
+0.71%
1 Year
+13.05%
3 Years (annualized)
+16.95%
5 Years (annualized)
+8.67%
10 Years (annualized)
+7.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EFEAX 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 Frontier Markets Index(^MSFMI)
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+23.08%
vs Peers
-22.37%

EFEAX Mutual Fund Performance

EFEAX performance across multiple time periods: 1-month -0.87%, YTD 0.71%, 1-year 13.05%, 3-year 16.95%, 5-year 8.67%, 10-year 7.71%.

EFEAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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