EAIIX Mutual Fund

NAV$6.85

Returns Overview

1 Month
-0.52%
3 Months
+2.12%
6 Months
+3.37%
YTD
+3.22%
1 Year
+7.84%
3 Years (annualized)
+6.59%
5 Years (annualized)
+1.49%
10 Years (annualized)
+2.74%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+3.22%
Peer Avg (YTD)
+3.47%
vs Peers
-0.26%

EAIIX Mutual Fund Performance

EAIIX performance across multiple time periods: 1-month -0.52%, YTD 3.22%, 1-year 7.84%, 3-year 6.59%, 5-year 1.49%, 10-year 2.74%.

EAIIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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