EFEIX Mutual Fund

NAV$14.23

Returns Overview

1 Month
+0.00%
3 Months
+6.18%
6 Months
+3.04%
YTD
+2.66%
1 Year
+13.36%
3 Years (annualized)
+17.29%
5 Years (annualized)
+8.94%
10 Years (annualized)
+8.75%

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
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 Frontier Markets Index(^MSFMI)
This Mutual Fund (YTD)
+2.66%
Peer Avg (YTD)
+23.08%
vs Peers
-20.42%

EFEIX Mutual Fund Performance

EFEIX performance across multiple time periods: 1-month 0.00%, YTD 2.66%, 1-year 13.36%, 3-year 17.29%, 5-year 8.94%, 10-year 8.75%.

EFEIX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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