EIPDX Mutual Fund

EIPDX Mutual Fund

NAV$15.96
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Returns Overview

1 Month
+1.69%
3 Months
-0.42%
6 Months
+1.03%
YTD
+1.28%
1 Year
+6.00%
3 Years (annualized)
+7.19%
5 Years (annualized)
+11.69%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIPDX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+3.13%
vs Peers
-1.85%

EIPDX Mutual Fund Performance

EIPDX performance across multiple time periods: 1-month 1.69%, YTD 1.28%, 1-year 6.00%, 3-year 7.19%, 5-year 11.69%, 10-year 8.70%.

EIPDX returns trail the peer average of 3.13% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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