EIPCX Mutual Fund

EIPCX Mutual Fund

NAV$8.48
See how much of EIPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.86%
3 Months
-2.21%
6 Months
+11.50%
YTD
+19.73%
1 Year
+36.24%
3 Years (annualized)
+14.89%
5 Years (annualized)
+13.58%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIPCX 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 Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+19.73%
Peer Avg (YTD)
+14.43%
vs Peers
+5.30%

EIPCX Mutual Fund Performance

EIPCX performance across multiple time periods: 1-month 5.86%, YTD 19.73%, 1-year 36.24%, 3-year 14.89%, 5-year 13.58%, 10-year 10.74%.

EIPCX returns outperform the peer average of 14.43% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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