EISMX Mutual Fund

EISMX Mutual Fund

NAV$41.01
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Returns Overview

1 Month
+9.52%
3 Months
+3.84%
6 Months
+9.64%
YTD
+8.48%
1 Year
+9.61%
3 Years (annualized)
+10.14%
5 Years (annualized)
+4.54%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EISMX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.48%
Peer Avg (YTD)
+8.01%
vs Peers
+0.48%

EISMX Mutual Fund Performance

EISMX performance across multiple time periods: 1-month 9.52%, YTD 8.48%, 1-year 9.61%, 3-year 10.14%, 5-year 4.54%, 10-year 10.79%.

EISMX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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