EIFHX Mutual Fund

EIFHX Mutual Fund

NAV$7.74
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Returns Overview

1 Month
-0.34%
3 Months
+0.23%
6 Months
+1.92%
YTD
+1.11%
1 Year
+1.73%
3 Years (annualized)
+5.86%
5 Years (annualized)
+4.64%
10 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIFHX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+0.50%
vs Peers
+0.61%

EIFHX Mutual Fund Performance

EIFHX performance across multiple time periods: 1-month -0.34%, YTD 1.11%, 1-year 1.73%, 3-year 5.86%, 5-year 4.64%, 10-year 4.60%.

EIFHX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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