EFEIX Mutual Fund

EFEIX Mutual Fund

NAV$13.48
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Returns Overview

1 Month
-3.39%
3 Months
+0.61%
6 Months
+6.82%
YTD
+3.28%
1 Year
+7.16%
3 Years (annualized)
+17.23%
5 Years (annualized)
+9.10%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EFEIX 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
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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
MSCI Frontier Markets Index(^MSFMI)
This Mutual Fund (YTD)
+3.28%
Peer Avg (YTD)
+20.48%
vs Peers
-17.20%

EFEIX Mutual Fund Performance

EFEIX performance across multiple time periods: 1-month -3.39%, YTD 3.28%, 1-year 7.16%, 3-year 17.23%, 5-year 9.10%, 10-year 8.88%.

EFEIX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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