EEIAX Mutual Fund

NAV$3.56

Returns Overview

1 Month
+1.31%
3 Months
+6.14%
6 Months
+4.33%
YTD
+3.79%
1 Year
+14.24%
3 Years (annualized)
+10.16%
5 Years (annualized)
+4.53%
10 Years (annualized)
+4.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EEIAX 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
J.P. Morgan Government Bond Index: Emerging Markets (JPM GBIEM) Global Diversified (Unhedged)
This Mutual Fund (YTD)
+3.79%
Peer Avg (YTD)
+3.07%
vs Peers
+0.72%

EEIAX Mutual Fund Performance

EEIAX performance across multiple time periods: 1-month 1.31%, YTD 3.79%, 1-year 14.24%, 3-year 10.16%, 5-year 4.53%, 10-year 4.83%.

EEIAX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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