EIFHX Mutual Fund

NAV$7.88

Returns Overview

1 Month
-0.00%
3 Months
+1.68%
6 Months
+0.88%
YTD
+0.88%
1 Year
+2.92%
3 Years (annualized)
+6.44%
5 Years (annualized)
+4.66%
10 Years (annualized)
+4.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIFHX 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)
+0.88%
Peer Avg (YTD)
+3.23%
vs Peers
-2.35%

EIFHX Mutual Fund Performance

EIFHX performance across multiple time periods: 1-month -0.00%, YTD 0.88%, 1-year 2.92%, 3-year 6.44%, 5-year 4.66%, 10-year 4.76%.

EIFHX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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