EIPCX Mutual Fund

NAV$8.07

Returns Overview

1 Month
-6.24%
3 Months
-3.47%
6 Months
+13.27%
YTD
+13.10%
1 Year
+28.89%
3 Years (annualized)
+15.31%
5 Years (annualized)
+12.82%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIPCX 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
Bloomberg Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+13.10%
Peer Avg (YTD)
+8.71%
vs Peers
+4.39%

EIPCX Mutual Fund Performance

EIPCX performance across multiple time periods: 1-month -6.24%, YTD 13.10%, 1-year 28.89%, 3-year 15.31%, 5-year 12.82%, 10-year 9.87%.

EIPCX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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