EIXAX Mutual Fund

NAV$6.20

Returns Overview

1 Month
-4.46%
3 Months
-7.25%
6 Months
-8.47%
YTD
-8.20%
1 Year
-16.26%
3 Years (annualized)
-5.93%
5 Years (annualized)
-4.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIXAX 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
Barclays US Aggregate Bond Total Return Index(^BUSABTR)
This Mutual Fund (YTD)
-8.20%
Peer Avg (YTD)
+3.23%
vs Peers
-11.43%

EIXAX Mutual Fund Performance

EIXAX performance across multiple time periods: 1-month -4.46%, YTD -8.20%, 1-year -16.26%, 3-year -5.93%, 5-year -4.94%.

EIXAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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