EIBAX Mutual Fund

NAV$10.26

Returns Overview

1 Month
-1.54%
3 Months
-2.01%
6 Months
-3.12%
YTD
-3.12%
1 Year
+4.78%
3 Years (annualized)
+6.32%
5 Years (annualized)
+1.54%
10 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIBAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-3.12%
Peer Avg (YTD)
+3.23%
vs Peers
-6.34%

EIBAX Mutual Fund Performance

EIBAX performance across multiple time periods: 1-month -1.54%, YTD -3.12%, 1-year 4.78%, 3-year 6.32%, 5-year 1.54%, 10-year 3.57%.

EIBAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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