EIXIX Mutual Fund

NAV$6.19

Returns Overview

1 Month
-4.44%
3 Months
-7.19%
6 Months
-8.34%
YTD
-8.07%
1 Year
-16.04%
3 Years (annualized)
-5.69%
5 Years (annualized)
-4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIXIX 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)
-8.07%
Peer Avg (YTD)
+3.23%
vs Peers
-11.30%

EIXIX Mutual Fund Performance

EIXIX performance across multiple time periods: 1-month -4.44%, YTD -8.07%, 1-year -16.04%, 3-year -5.69%, 5-year -4.70%.

EIXIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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