EAISX Mutual Fund

NAV$17.10

Returns Overview

1 Month
-1.98%
3 Months
+3.49%
6 Months
+5.16%
YTD
+4.55%
1 Year
+11.22%
3 Years (annualized)
+13.12%
5 Years (annualized)
+6.05%
10 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAISX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.55%
Peer Avg (YTD)
+9.13%
vs Peers
-4.58%

EAISX Mutual Fund Performance

EAISX performance across multiple time periods: 1-month -1.98%, YTD 4.55%, 1-year 11.22%, 3-year 13.12%, 5-year 6.05%, 10-year 8.02%.

EAISX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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