EEIFX Mutual Fund

NAV$11.05

Returns Overview

1 Month
-3.27%
3 Months
+5.81%
6 Months
+0.09%
YTD
+0.18%
1 Year
+9.44%
3 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EEIFX 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

This Mutual Fund (YTD)
+0.18%
Peer Avg (YTD)
+9.51%
vs Peers
-9.33%

EEIFX Mutual Fund Performance

EEIFX performance across multiple time periods: 1-month -3.27%, YTD 0.18%, 1-year 9.44%, 3-year 11.20%.

EEIFX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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