EAIIX Mutual Fund

EAIIX Mutual Fund

NAV$6.82
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Returns Overview

1 Month
-0.37%
3 Months
+2.12%
6 Months
+4.29%
YTD
+5.40%
1 Year
+8.32%
3 Years (annualized)
+7.58%
5 Years (annualized)
+1.88%
10 Years (annualized)
+2.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAIIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+5.40%
Peer Avg (YTD)
+5.40%
vs Peers
+0.00%

EAIIX Mutual Fund Performance

EAIIX performance across multiple time periods: 1-month -0.37%, YTD 5.40%, 1-year 8.32%, 3-year 7.58%, 5-year 1.88%, 10-year 2.91%.

EAIIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

EAIIX vs another fund shows side-by-side returns. EAIIX alternatives are available in the Mutual Fund Screener.