EITAX Mutual Fund

EITAX Mutual Fund

NAV$11.82
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Returns Overview

1 Month
+3.64%
3 Months
-0.79%
6 Months
-0.70%
YTD
+1.17%
1 Year
+1.79%
3 Years (annualized)
+8.15%
5 Years (annualized)
+3.78%
10 Years (annualized)
+4.03%

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
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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
-0.87%
vs Peers
+2.04%

EITAX Mutual Fund Performance

EITAX performance across multiple time periods: 1-month 3.64%, YTD 1.17%, 1-year 1.79%, 3-year 8.15%, 5-year 3.78%, 10-year 4.03%.

EITAX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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