EISMX Mutual Fund

EISMX Mutual Fund

NAV$39.58
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Returns Overview

1 Month
+4.67%
3 Months
+5.59%
6 Months
+3.24%
YTD
+4.47%
1 Year
+0.30%
3 Years (annualized)
+5.44%
5 Years (annualized)
+4.25%
10 Years (annualized)
+9.93%

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)
+4.47%
Peer Avg (YTD)
+9.54%
vs Peers
-5.07%

EISMX Mutual Fund Performance

EISMX performance across multiple time periods: 1-month 4.67%, YTD 4.47%, 1-year 0.30%, 3-year 5.44%, 5-year 4.25%, 10-year 9.93%.

EISMX returns trail the peer average of 9.54% 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.