EFEIX Mutual Fund

EFEIX Mutual Fund

NAV$14.14
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Returns Overview

1 Month
+1.01%
3 Months
+2.12%
6 Months
-1.11%
YTD
+3.70%
1 Year
+10.91%
3 Years (annualized)
+15.17%
5 Years (annualized)
+9.17%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EFEIX 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
MSCI Frontier Markets Index(^MSFMI)
This Mutual Fund (YTD)
+3.70%
Peer Avg (YTD)
+17.66%
vs Peers
-13.96%

EFEIX Mutual Fund Performance

EFEIX performance across multiple time periods: 1-month 1.01%, YTD 3.70%, 1-year 10.91%, 3-year 15.17%, 5-year 9.17%, 10-year 7.92%.

EFEIX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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