EIPIX Mutual Fund

NAV$19.91

Returns Overview

1 Month
+1.41%
3 Months
-0.52%
6 Months
+17.80%
YTD
+16.30%
1 Year
+22.28%
3 Years (annualized)
+22.26%
5 Years (annualized)
+17.55%
10 Years (annualized)
+10.09%

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

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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)
+16.30%
Peer Avg (YTD)
+14.02%
vs Peers
+2.28%

EIPIX Mutual Fund Performance

EIPIX performance across multiple time periods: 1-month 1.41%, YTD 16.30%, 1-year 22.28%, 3-year 22.26%, 5-year 17.55%, 10-year 10.09%.

EIPIX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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