EIEAX Mutual Fund

NAV$42.78

Returns Overview

1 Month
+1.13%
3 Months
+5.19%
6 Months
+7.68%
YTD
+10.51%
1 Year
+18.34%
3 Years (annualized)
+16.30%
5 Years (annualized)
+9.33%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIEAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.51%
Peer Avg (YTD)
+6.73%
vs Peers
+3.79%

EIEAX Mutual Fund Performance

EIEAX performance across multiple time periods: 1-month 1.13%, YTD 10.51%, 1-year 18.34%, 3-year 16.30%, 5-year 9.33%, 10-year 12.09%.

EIEAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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