EIPIX Mutual Fund

EIPIX Mutual Fund

NAV$20.23
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Returns Overview

1 Month
+9.63%
3 Months
+3.63%
6 Months
+2.29%
YTD
+22.04%
1 Year
+25.45%
3 Years (annualized)
+24.43%
5 Years (annualized)
+17.88%
10 Years (annualized)
+10.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIPIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Alerian Midstream Energy Select Total Return USD(AMEIX)
This Mutual Fund (YTD)
+22.04%
Peer Avg (YTD)
+25.52%
vs Peers
-3.47%

EIPIX Mutual Fund Performance

EIPIX performance across multiple time periods: 1-month 9.63%, YTD 22.04%, 1-year 25.45%, 3-year 24.43%, 5-year 17.88%, 10-year 10.62%.

EIPIX returns trail the peer average of 25.52% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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