EICIX Mutual Fund

NAV$20.70

Returns Overview

1 Month
+2.70%
3 Months
+3.04%
6 Months
+6.20%
YTD
+5.14%
1 Year
+12.25%
3 Years (annualized)
+14.56%
5 Years (annualized)
+12.11%
10 Years (annualized)
+12.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EICIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+9.49%
vs Peers
-4.35%

EICIX Mutual Fund Performance

EICIX performance across multiple time periods: 1-month 2.70%, YTD 5.14%, 1-year 12.25%, 3-year 14.56%, 5-year 12.11%, 10-year 12.05%.

EICIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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