EIPFX Mutual Fund

EIPFX Mutual Fund

NAV$19.61
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Returns Overview

1 Month
-6.48%
3 Months
-4.34%
6 Months
-4.89%
YTD
+11.02%
1 Year
+13.01%
3 Years (annualized)
+19.81%
5 Years (annualized)
+16.63%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIPFX 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
Alerian Midstream Energy Select Total Return USD(AMEIX)
This Mutual Fund (YTD)
+11.02%
Peer Avg (YTD)
+19.29%
vs Peers
-8.27%

EIPFX Mutual Fund Performance

EIPFX performance across multiple time periods: 1-month -6.48%, YTD 11.02%, 1-year 13.01%, 3-year 19.81%, 5-year 16.63%, 10-year 9.18%.

EIPFX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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