EIRAX Mutual Fund

NAV$17.17

Returns Overview

1 Month
+0.35%
3 Months
+9.76%
6 Months
+7.81%
YTD
+7.20%
1 Year
+15.51%
3 Years (annualized)
+10.01%
5 Years (annualized)
+3.89%
10 Years (annualized)
+5.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIRAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+5.87%
vs Peers
+1.33%

EIRAX Mutual Fund Performance

EIRAX performance across multiple time periods: 1-month 0.35%, YTD 7.20%, 1-year 15.51%, 3-year 10.01%, 5-year 3.89%, 10-year 5.90%.

EIRAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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