EIRAX Mutual Fund

EIRAX Mutual Fund

NAV$17.01
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Returns Overview

1 Month
-1.24%
3 Months
+1.88%
6 Months
+3.90%
YTD
+5.87%
1 Year
+14.08%
3 Years (annualized)
+9.37%
5 Years (annualized)
+3.71%
10 Years (annualized)
+5.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIRAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.87%
Peer Avg (YTD)
+5.54%
vs Peers
+0.33%

EIRAX Mutual Fund Performance

EIRAX performance across multiple time periods: 1-month -1.24%, YTD 5.87%, 1-year 14.08%, 3-year 9.37%, 5-year 3.71%, 10-year 5.41%.

EIRAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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