EIFGX Mutual Fund

NAV$27.67

Returns Overview

1 Month
-4.06%
3 Months
+14.50%
6 Months
+4.58%
YTD
+4.58%
1 Year
+12.57%
3 Years (annualized)
+23.15%
5 Years (annualized)
+16.04%
10 Years (annualized)
+22.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIFGX 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)
+4.58%
Peer Avg (YTD)
+8.97%
vs Peers
-4.39%

EIFGX Mutual Fund Performance

EIFGX performance across multiple time periods: 1-month -4.06%, YTD 4.58%, 1-year 12.57%, 3-year 23.15%, 5-year 16.04%, 10-year 22.01%.

EIFGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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