EIERX Mutual Fund

NAV$24.01

Returns Overview

1 Month
-0.77%
3 Months
+12.42%
6 Months
+5.46%
YTD
+5.36%
1 Year
+12.41%
3 Years (annualized)
+13.49%
5 Years (annualized)
+8.50%
10 Years (annualized)
+12.41%

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
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)
+5.36%
Peer Avg (YTD)
+9.51%
vs Peers
-4.14%

EIERX Mutual Fund Performance

EIERX performance across multiple time periods: 1-month -0.77%, YTD 5.36%, 1-year 12.41%, 3-year 13.49%, 5-year 8.50%, 10-year 12.41%.

EIERX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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