EIERX Mutual Fund

EIERX Mutual Fund

NAV$23.77
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Returns Overview

1 Month
+0.78%
3 Months
+3.04%
6 Months
+5.70%
YTD
+6.18%
1 Year
+11.02%
3 Years (annualized)
+18.71%
5 Years (annualized)
+11.73%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIERX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.18%
Peer Avg (YTD)
+9.41%
vs Peers
-3.23%

EIERX Mutual Fund Performance

EIERX performance across multiple time periods: 1-month 0.78%, YTD 6.18%, 1-year 11.02%, 3-year 18.71%, 5-year 11.73%, 10-year 14.03%.

EIERX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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