EIBAX Mutual Fund

EIBAX Mutual Fund

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Returns Overview

1 Month
-3.08%
3 Months
-3.79%
6 Months
-2.71%
YTD
-2.83%
1 Year
-1.62%
3 Years (annualized)
+6.09%
5 Years (annualized)
+1.17%
10 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIBAX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-2.83%
Peer Avg (YTD)
+0.50%
vs Peers
-3.33%

EIBAX Mutual Fund Performance

EIBAX performance across multiple time periods: 1-month -3.08%, YTD -2.83%, 1-year -1.62%, 3-year 6.09%, 5-year 1.17%, 10-year 3.17%.

EIBAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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