EISDX Mutual Fund

EISDX Mutual Fund

NAV$36.37
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Returns Overview

1 Month
-0.96%
3 Months
-1.73%
6 Months
+16.47%
YTD
+18.29%
1 Year
+28.38%
3 Years (annualized)
+26.29%
5 Years (annualized)
+14.55%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EISDX 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)
+18.29%
Peer Avg (YTD)
+9.89%
vs Peers
+8.40%

EISDX Mutual Fund Performance

EISDX performance across multiple time periods: 1-month -0.96%, YTD 18.29%, 1-year 28.38%, 3-year 26.29%, 5-year 14.55%, 10-year 11.07%.

EISDX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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