EITAX Mutual Fund

NAV$11.89

Returns Overview

1 Month
+0.60%
3 Months
+2.06%
6 Months
+1.85%
YTD
+1.85%
1 Year
+6.58%
3 Years (annualized)
+3.62%
5 Years (annualized)
+1.32%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EITAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.85%
Peer Avg (YTD)
+1.79%
vs Peers
+0.07%

EITAX Mutual Fund Performance

EITAX performance across multiple time periods: 1-month 0.60%, YTD 1.85%, 1-year 6.58%, 3-year 3.62%, 5-year 1.32%, 10-year 1.83%.

EITAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

EITAX performance comparison shows side-by-side returns with another fund. EITAX alternatives are available in the Mutual Fund Screener.