EIXCX Mutual Fund

NAV$6.15

Returns Overview

1 Month
-4.55%
3 Months
-7.34%
6 Months
-8.73%
YTD
-8.60%
1 Year
-16.87%
3 Years (annualized)
-6.62%
5 Years (annualized)
-5.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIXCX 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)
-8.60%
Peer Avg (YTD)
+3.23%
vs Peers
-11.83%

EIXCX Mutual Fund Performance

EIXCX performance across multiple time periods: 1-month -4.55%, YTD -8.60%, 1-year -16.87%, 3-year -6.62%, 5-year -5.65%.

EIXCX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.51%, investors should weigh costs against performance when evaluating this mutual fund.

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