EIPAX Mutual Fund

NAV$7.66

Returns Overview

1 Month
+0.97%
3 Months
+3.10%
6 Months
+3.02%
YTD
+3.02%
1 Year
+8.58%
3 Years (annualized)
+4.11%
5 Years (annualized)
+1.11%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIPAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Pennsylvania Enhanced Municipal Bond Index
This Mutual Fund (YTD)
+3.02%
Peer Avg (YTD)
+1.79%
vs Peers
+1.23%

EIPAX Mutual Fund Performance

EIPAX performance across multiple time periods: 1-month 0.97%, YTD 3.02%, 1-year 8.58%, 3-year 4.11%, 5-year 1.11%, 10-year 1.94%.

EIPAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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