EIORX Mutual Fund

EIORX Mutual Fund

NAV$7.87
See how much of EIORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.81%
3 Months
-0.49%
6 Months
+0.13%
YTD
+0.92%
1 Year
+6.32%
3 Years (annualized)
+3.33%
5 Years (annualized)
+0.64%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIORX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.92%
Peer Avg (YTD)
+0.23%
vs Peers
+0.69%

EIORX Mutual Fund Performance

EIORX performance across multiple time periods: 1-month -1.81%, YTD 0.92%, 1-year 6.32%, 3-year 3.33%, 5-year 0.64%, 10-year 1.94%.

EIORX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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