ENIAX Mutual Fund

NAV$7.91

Returns Overview

1 Month
-1.25%
3 Months
-0.50%
6 Months
-1.25%
YTD
-1.00%
1 Year
+6.33%
3 Years (annualized)
+7.65%
5 Years (annualized)
+5.39%
10 Years (annualized)
+4.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ENIAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA USD 3-Month Deposit Offered Rate Constant Maturity Index
This Mutual Fund (YTD)
-1.00%
Peer Avg (YTD)
+3.23%
vs Peers
-4.23%

ENIAX Mutual Fund Performance

ENIAX performance across multiple time periods: 1-month -1.25%, YTD -1.00%, 1-year 6.33%, 3-year 7.65%, 5-year 5.39%, 10-year 4.54%.

ENIAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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