EICIX Mutual Fund

EICIX Mutual Fund

NAV$19.72
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Returns Overview

1 Month
-6.48%
3 Months
+2.52%
6 Months
+5.64%
YTD
+7.80%
1 Year
+11.23%
3 Years (annualized)
+17.84%
5 Years (annualized)
+12.68%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EICIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.80%
Peer Avg (YTD)
+10.00%
vs Peers
-2.20%

EICIX Mutual Fund Performance

EICIX performance across multiple time periods: 1-month -6.48%, YTD 7.80%, 1-year 11.23%, 3-year 17.84%, 5-year 12.68%, 10-year 12.02%.

EICIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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