EIGOX Mutual Fund

EIGOX Mutual Fund

NAV$5.07
See how much of EIGOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.82%
3 Months
-1.32%
6 Months
-2.12%
YTD
-1.57%
1 Year
-0.46%
3 Years (annualized)
+5.65%
5 Years (annualized)
+1.66%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIGOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-1.57%
Peer Avg (YTD)
+1.80%
vs Peers
-3.38%

EIGOX Mutual Fund Performance

EIGOX performance across multiple time periods: 1-month 2.82%, YTD -1.57%, 1-year -0.46%, 3-year 5.65%, 5-year 1.66%, 10-year 1.73%.

EIGOX returns trail the peer average of 1.80% YTD. With an expense ratio of 2.51%, investors should weigh costs against performance when evaluating this mutual fund.

EIGOX vs another fund shows side-by-side returns. EIGOX alternatives are available in the Mutual Fund Screener.