EIIFX Mutual Fund

EIIFX Mutual Fund

NAV$13.00
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Returns Overview

1 Month
-0.70%
3 Months
+0.23%
6 Months
+8.39%
YTD
+3.90%
1 Year
+5.70%
3 Years (annualized)
+13.55%
5 Years (annualized)
+6.89%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIIFX 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 500 Index(SPX)
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+4.96%
vs Peers
-1.07%

EIIFX Mutual Fund Performance

EIIFX performance across multiple time periods: 1-month -0.70%, YTD 3.90%, 1-year 5.70%, 3-year 13.55%, 5-year 6.89%, 10-year 9.38%.

EIIFX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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