EISDX Mutual Fund

Returns Overview

1 Month
+1.54%
3 Months
+18.51%
6 Months
+22.21%
YTD
+20.37%
1 Year
+43.12%
3 Years (annualized)
+26.44%
5 Years (annualized)
+15.44%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EISDX 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 ACWI ex US Index
This Mutual Fund (YTD)
+20.37%
Peer Avg (YTD)
+8.71%
vs Peers
+11.66%

EISDX Mutual Fund Performance

EISDX performance across multiple time periods: 1-month 1.54%, YTD 20.37%, 1-year 43.12%, 3-year 26.44%, 5-year 15.44%, 10-year 11.67%.

EISDX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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