EICAX Mutual Fund

EICAX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
+2.74%
3 Months
-1.57%
6 Months
-1.83%
YTD
-0.71%
1 Year
-0.27%
3 Years (annualized)
+4.48%
5 Years (annualized)
+0.97%
10 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EICAX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.71%
Peer Avg (YTD)
-0.12%
vs Peers
-0.59%

EICAX Mutual Fund Performance

EICAX performance across multiple time periods: 1-month 2.74%, YTD -0.71%, 1-year -0.27%, 3-year 4.48%, 5-year 0.97%, 10-year 2.04%.

EICAX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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