EISIX Mutual Fund

NAV$37.60

Returns Overview

1 Month
+1.64%
3 Months
+18.81%
6 Months
+22.82%
YTD
+20.99%
1 Year
+44.58%
3 Years (annualized)
+27.73%
5 Years (annualized)
+16.64%
10 Years (annualized)
+12.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EISIX 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)
+20.99%
Peer Avg (YTD)
+8.71%
vs Peers
+12.27%

EISIX Mutual Fund Performance

EISIX performance across multiple time periods: 1-month 1.64%, YTD 20.99%, 1-year 44.58%, 3-year 27.73%, 5-year 16.64%, 10-year 12.87%.

EISIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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