EIBAX Mutual Fund

EIBAX Mutual Fund

NAV$9.91
See how much of EIBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.58%
3 Months
-0.43%
6 Months
-1.75%
YTD
+0.26%
1 Year
+2.42%
3 Years (annualized)
+6.09%
5 Years (annualized)
+1.17%
10 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIBAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.26%
Peer Avg (YTD)
+2.15%
vs Peers
-1.89%

EIBAX Mutual Fund Performance

EIBAX performance across multiple time periods: 1-month 0.58%, YTD 0.26%, 1-year 2.42%, 3-year 6.09%, 5-year 1.17%, 10-year 3.17%.

EIBAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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