EIPCX Mutual Fund

EIPCX Mutual Fund

NAV$8.41
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Returns Overview

1 Month
-1.54%
3 Months
+10.79%
6 Months
+6.94%
YTD
+25.30%
1 Year
+35.43%
3 Years (annualized)
+17.73%
5 Years (annualized)
+14.97%
10 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIPCX 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 Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+25.30%
Peer Avg (YTD)
+22.38%
vs Peers
+2.92%

EIPCX Mutual Fund Performance

EIPCX performance across multiple time periods: 1-month -1.54%, YTD 25.30%, 1-year 35.43%, 3-year 17.73%, 5-year 14.97%, 10-year 11.58%.

EIPCX returns outperform the peer average of 22.38% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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