EFIPX Mutual Fund

EFIPX Mutual Fund

NAV$11.28
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Returns Overview

1 Month
+0.28%
3 Months
+0.29%
6 Months
-0.24%
YTD
+0.10%
1 Year
+1.70%
3 Years (annualized)
+4.87%
5 Years (annualized)
+1.99%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EFIPX 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
Fidelity Limited Term Composite Index
This Mutual Fund (YTD)
+0.10%
Peer Avg (YTD)
+2.15%
vs Peers
-2.05%

EFIPX Mutual Fund Performance

EFIPX performance across multiple time periods: 1-month 0.28%, YTD 0.10%, 1-year 1.70%, 3-year 4.87%, 5-year 1.99%, 10-year 2.24%.

EFIPX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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