EIXAX Mutual Fund

EIXAX Mutual Fund

NAV$6.09
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Returns Overview

1 Month
+0.25%
3 Months
-5.57%
6 Months
-7.53%
YTD
-7.97%
1 Year
-13.23%
3 Years (annualized)
-5.75%
5 Years (annualized)
-4.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIXAX 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
Barclays US Aggregate Bond Total Return Index(^BUSABTR)
This Mutual Fund (YTD)
-7.97%
Peer Avg (YTD)
+0.12%
vs Peers
-8.09%

EIXAX Mutual Fund Performance

EIXAX performance across multiple time periods: 1-month 0.25%, YTD -7.97%, 1-year -13.23%, 3-year -5.75%, 5-year -4.95%.

EIXAX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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