EIPAX Mutual Fund

EIPAX Mutual Fund

NAV$7.23
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Returns Overview

1 Month
-4.68%
3 Months
-6.78%
6 Months
-3.89%
YTD
-3.97%
1 Year
-2.13%
3 Years (annualized)
+3.67%
5 Years (annualized)
+0.55%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIPAX 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 Pennsylvania Enhanced Municipal Bond Index
This Mutual Fund (YTD)
-3.97%
Peer Avg (YTD)
-3.84%
vs Peers
-0.13%

EIPAX Mutual Fund Performance

EIPAX performance across multiple time periods: 1-month -4.68%, YTD -3.97%, 1-year -2.13%, 3-year 3.67%, 5-year 0.55%, 10-year 1.70%.

EIPAX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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