EIMAX Mutual Fund

EIMAX Mutual Fund

NAV$7.32
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Returns Overview

1 Month
-4.52%
3 Months
-6.61%
6 Months
-4.18%
YTD
-4.32%
1 Year
-2.84%
3 Years (annualized)
+2.61%
5 Years (annualized)
-0.17%
10 Years (annualized)
+1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIMAX 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 Massachusetts Municipal Bond Index
This Mutual Fund (YTD)
-4.32%
Peer Avg (YTD)
-3.84%
vs Peers
-0.48%

EIMAX Mutual Fund Performance

EIMAX performance across multiple time periods: 1-month -4.52%, YTD -4.32%, 1-year -2.84%, 3-year 2.61%, 5-year -0.17%, 10-year 1.18%.

EIMAX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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