EIGOX Mutual Fund

EIGOX Mutual Fund

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Returns Overview

1 Month
-4.32%
3 Months
-5.18%
6 Months
-4.54%
YTD
-4.28%
1 Year
-2.55%
3 Years (annualized)
+5.30%
5 Years (annualized)
+1.90%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIGOX 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)
-4.28%
Peer Avg (YTD)
+0.64%
vs Peers
-4.91%

EIGOX Mutual Fund Performance

EIGOX performance across multiple time periods: 1-month -4.32%, YTD -4.28%, 1-year -2.55%, 3-year 5.30%, 5-year 1.90%, 10-year 1.92%.

EIGOX returns trail the peer average of 0.64% YTD. With an expense ratio of 2.51%, investors should weigh costs against performance when evaluating this mutual fund.

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