EIFAX Mutual Fund

NAV$9.40

Returns Overview

1 Month
-0.29%
3 Months
+1.71%
6 Months
+0.38%
YTD
+0.28%
1 Year
+2.48%
3 Years (annualized)
+6.96%
5 Years (annualized)
+5.08%
10 Years (annualized)
+5.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIFAX 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/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+3.23%
vs Peers
-2.95%

EIFAX Mutual Fund Performance

EIFAX performance across multiple time periods: 1-month -0.29%, YTD 0.28%, 1-year 2.48%, 3-year 6.96%, 5-year 5.08%, 10-year 5.17%.

EIFAX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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