EICOX Mutual Fund

NAV$21.92

Returns Overview

1 Month
+1.00%
3 Months
+22.88%
6 Months
+26.36%
YTD
+24.46%
1 Year
+43.73%
3 Years (annualized)
+26.80%
5 Years (annualized)
+15.74%
10 Years (annualized)
+13.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EICOX 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 Emerging Markets Equal Country Weighted Index(M1EFEW)
This Mutual Fund (YTD)
+24.46%
Peer Avg (YTD)
+23.08%
vs Peers
+1.39%

EICOX Mutual Fund Performance

EICOX performance across multiple time periods: 1-month 1.00%, YTD 24.46%, 1-year 43.73%, 3-year 26.80%, 5-year 15.74%, 10-year 13.00%.

EICOX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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