EISMX Mutual Fund

NAV$37.85

Returns Overview

1 Month
+2.62%
3 Months
+4.93%
6 Months
-0.11%
YTD
-0.19%
1 Year
-4.39%
3 Years (annualized)
+5.15%
5 Years (annualized)
+7.48%
10 Years (annualized)
+12.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EISMX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-0.19%
Peer Avg (YTD)
+10.82%
vs Peers
-11.01%

EISMX Mutual Fund Performance

EISMX performance across multiple time periods: 1-month 2.62%, YTD -0.19%, 1-year -4.39%, 3-year 5.15%, 5-year 7.48%, 10-year 12.73%.

EISMX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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