EITEX Mutual Fund

NAV$53.91

Returns Overview

1 Month
-1.72%
3 Months
+6.46%
6 Months
+9.55%
YTD
+8.32%
1 Year
+23.91%
3 Years (annualized)
+14.80%
5 Years (annualized)
+6.02%
10 Years (annualized)
+6.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EITEX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+23.08%
vs Peers
-14.75%

EITEX Mutual Fund Performance

EITEX performance across multiple time periods: 1-month -1.72%, YTD 8.32%, 1-year 23.91%, 3-year 14.80%, 5-year 6.02%, 10-year 6.95%.

EITEX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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