EIPIX Mutual Fund

EIPIX Mutual Fund

NAV$19.15
See how much of EIPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.10%
3 Months
+3.82%
6 Months
+3.27%
YTD
+20.61%
1 Year
+22.43%
3 Years (annualized)
+20.29%
5 Years (annualized)
+17.10%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIPIX 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
Alerian Midstream Energy Select Total Return USD(AMEIX)
This Mutual Fund (YTD)
+20.61%
Peer Avg (YTD)
+25.30%
vs Peers
-4.69%

EIPIX Mutual Fund Performance

EIPIX performance across multiple time periods: 1-month 1.10%, YTD 20.61%, 1-year 22.43%, 3-year 20.29%, 5-year 17.10%, 10-year 9.94%.

EIPIX returns trail the peer average of 25.30% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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