EIGOX Mutual Fund

EIGOX Mutual Fund

NAV$5.21
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Returns Overview

1 Month
-1.21%
3 Months
-0.82%
6 Months
-0.74%
YTD
-0.26%
1 Year
+3.65%
3 Years (annualized)
+5.23%
5 Years (annualized)
+1.84%
10 Years (annualized)
+1.87%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.26%
Peer Avg (YTD)
+1.70%
vs Peers
-1.97%

EIGOX Mutual Fund Performance

EIGOX performance across multiple time periods: 1-month -1.21%, YTD -0.26%, 1-year 3.65%, 3-year 5.23%, 5-year 1.84%, 10-year 1.87%.

EIGOX returns trail the peer average of 1.70% 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.