EAIIX Mutual Fund

EAIIX Mutual Fund

NAV$6.87
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Returns Overview

1 Month
+0.95%
3 Months
+0.64%
6 Months
+2.32%
YTD
+4.20%
1 Year
+9.75%
3 Years (annualized)
+6.64%
5 Years (annualized)
+1.65%
10 Years (annualized)
+2.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAIIX 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 Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+4.20%
Peer Avg (YTD)
+2.39%
vs Peers
+1.81%

EAIIX Mutual Fund Performance

EAIIX performance across multiple time periods: 1-month 0.95%, YTD 4.20%, 1-year 9.75%, 3-year 6.64%, 5-year 1.65%, 10-year 2.85%.

EAIIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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