EIIFX Mutual Fund

EIIFX Mutual Fund

NAV$12.98
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Returns Overview

3 Months
+1.65%
6 Months
+3.25%
YTD
+3.66%
1 Year
+7.86%
3 Years (annualized)
+13.04%
5 Years (annualized)
+7.01%
10 Years (annualized)
+9.23%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.66%
Peer Avg (YTD)
+5.54%
vs Peers
-1.87%

EIIFX Mutual Fund Performance

EIIFX performance across multiple time periods: YTD 3.66%, 1-year 7.86%, 3-year 13.04%, 5-year 7.01%, 10-year 9.23%.

EIIFX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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