EIMAX Mutual Fund

EIMAX Mutual Fund

NAV$7.58
See how much of EIMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.35%
3 Months
-1.97%
6 Months
-2.34%
YTD
-1.42%
1 Year
-0.96%
3 Years (annualized)
+3.64%
5 Years (annualized)
-0.30%
10 Years (annualized)
+1.14%

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)
-1.42%
Peer Avg (YTD)
-0.87%
vs Peers
-0.56%

EIMAX Mutual Fund Performance

EIMAX performance across multiple time periods: 1-month 3.35%, YTD -1.42%, 1-year -0.96%, 3-year 3.64%, 5-year -0.30%, 10-year 1.14%.

EIMAX returns trail the peer average of -0.87% 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.