EIMAX Mutual Fund

EIMAX Mutual Fund

NAV$7.66
See how much of EIMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.86%
3 Months
-0.38%
6 Months
-0.12%
YTD
+0.55%
1 Year
+5.60%
3 Years (annualized)
+2.43%
5 Years (annualized)
-0.18%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIMAX 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 Massachusetts Municipal Bond Index
This Mutual Fund (YTD)
+0.55%
Peer Avg (YTD)
+0.23%
vs Peers
+0.32%

EIMAX Mutual Fund Performance

EIMAX performance across multiple time periods: 1-month -1.86%, YTD 0.55%, 1-year 5.60%, 3-year 2.43%, 5-year -0.18%, 10-year 1.24%.

EIMAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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