EIERX Mutual Fund

EIERX Mutual Fund

NAV$23.35
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Returns Overview

1 Month
-1.89%
3 Months
-0.17%
6 Months
+2.87%
YTD
+6.00%
1 Year
+6.56%
3 Years (annualized)
+21.61%
5 Years (annualized)
+10.98%
10 Years (annualized)
+14.32%

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)
+6.00%
Peer Avg (YTD)
+9.28%
vs Peers
-3.28%

EIERX Mutual Fund Performance

EIERX performance across multiple time periods: 1-month -1.89%, YTD 6.00%, 1-year 6.56%, 3-year 21.61%, 5-year 10.98%, 10-year 14.32%.

EIERX returns trail the peer average of 9.28% 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.