EIISX Mutual Fund

NAV$16.69

Returns Overview

1 Month
+1.71%
3 Months
+2.52%
6 Months
+1.71%
YTD
+6.65%
1 Year
+11.45%
3 Years (annualized)
+13.40%
5 Years (annualized)
+6.32%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIISX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.65%
Peer Avg (YTD)
+9.13%
vs Peers
-2.49%

EIISX Mutual Fund Performance

EIISX performance across multiple time periods: 1-month 1.71%, YTD 6.65%, 1-year 11.45%, 3-year 13.40%, 5-year 6.32%, 10-year 8.28%.

EIISX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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