EINCX Mutual Fund

NAV$8.37

Returns Overview

1 Month
+0.87%
3 Months
+2.78%
6 Months
+2.65%
YTD
+2.65%
1 Year
+8.02%
3 Years (annualized)
+4.00%
5 Years (annualized)
+1.19%
10 Years (annualized)
+1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EINCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg North Carolina Municipal Bond Index
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+1.79%
vs Peers
+0.86%

EINCX Mutual Fund Performance

EINCX performance across multiple time periods: 1-month 0.87%, YTD 2.65%, 1-year 8.02%, 3-year 4.00%, 5-year 1.19%, 10-year 1.87%.

EINCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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