EIPFX Mutual Fund

NAV$19.83

Returns Overview

1 Month
+1.36%
3 Months
-0.58%
6 Months
+17.57%
YTD
+16.06%
1 Year
+21.76%
3 Years (annualized)
+19.94%
5 Years (annualized)
+16.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIPFX 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
Alerian Midstream Energy Select Total Return USD(AMEIX)
This Mutual Fund (YTD)
+16.06%
Peer Avg (YTD)
+14.02%
vs Peers
+2.04%

EIPFX Mutual Fund Performance

EIPFX performance across multiple time periods: 1-month 1.36%, YTD 16.06%, 1-year 21.76%, 3-year 19.94%, 5-year 16.01%.

EIPFX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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