EIXIX Mutual Fund

EIXIX Mutual Fund

NAV$5.79
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Returns Overview

1 Month
-4.93%
3 Months
-5.61%
6 Months
-12.39%
YTD
-13.23%
1 Year
-18.67%
3 Years (annualized)
-5.69%
5 Years (annualized)
-4.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIXIX 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
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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)
-13.23%
Peer Avg (YTD)
+0.50%
vs Peers
-13.73%

EIXIX Mutual Fund Performance

EIXIX performance across multiple time periods: 1-month -4.93%, YTD -13.23%, 1-year -18.67%, 3-year -5.69%, 5-year -4.98%.

EIXIX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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