EIGMX Mutual Fund

NAV$9.04

Returns Overview

1 Month
+0.89%
3 Months
+2.58%
6 Months
+4.50%
YTD
+4.31%
1 Year
+11.33%
3 Years (annualized)
+9.17%
5 Years (annualized)
+6.43%
10 Years (annualized)
+4.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIGMX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+4.31%
Peer Avg (YTD)
+3.23%
vs Peers
+1.08%

EIGMX Mutual Fund Performance

EIGMX performance across multiple time periods: 1-month 0.89%, YTD 4.31%, 1-year 11.33%, 3-year 9.17%, 5-year 6.43%, 10-year 4.90%.

EIGMX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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