EISAX Mutual Fund

EISAX Mutual Fund

NAV$36.84
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Returns Overview

1 Month
-0.91%
3 Months
-1.58%
6 Months
+16.86%
YTD
+18.88%
1 Year
+29.29%
3 Years (annualized)
+27.19%
5 Years (annualized)
+15.38%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EISAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+18.88%
Peer Avg (YTD)
+9.89%
vs Peers
+8.98%

EISAX Mutual Fund Performance

EISAX performance across multiple time periods: 1-month -0.91%, YTD 18.88%, 1-year 29.29%, 3-year 27.19%, 5-year 15.38%, 10-year 11.90%.

EISAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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