EIGMX Mutual Fund

EIGMX Mutual Fund

NAV$9.09
See how much of EIGMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.77%
3 Months
+2.22%
6 Months
+4.86%
YTD
+6.62%
1 Year
+10.84%
3 Years (annualized)
+9.53%
5 Years (annualized)
+6.65%
10 Years (annualized)
+4.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIGMX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+0.50%
vs Peers
+6.12%

EIGMX Mutual Fund Performance

EIGMX performance across multiple time periods: 1-month 0.77%, YTD 6.62%, 1-year 10.84%, 3-year 9.53%, 5-year 6.65%, 10-year 4.86%.

EIGMX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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