EIIFX Mutual Fund

NAV$13.07

Returns Overview

1 Month
-0.39%
3 Months
+8.15%
6 Months
+3.75%
YTD
+3.66%
1 Year
+9.17%
3 Years (annualized)
+13.72%
5 Years (annualized)
+7.35%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIIFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.66%
Peer Avg (YTD)
+5.87%
vs Peers
-2.20%

EIIFX Mutual Fund Performance

EIIFX performance across multiple time periods: 1-month -0.39%, YTD 3.66%, 1-year 9.17%, 3-year 13.72%, 5-year 7.35%, 10-year 9.46%.

EIIFX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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