EIPIX Mutual Fund

EIPIX Mutual Fund

NAV$19.68
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Returns Overview

1 Month
-6.50%
3 Months
-4.28%
6 Months
-4.78%
YTD
+11.32%
1 Year
+13.41%
3 Years (annualized)
+20.29%
5 Years (annualized)
+17.10%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIPIX 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
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📉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)
+11.32%
Peer Avg (YTD)
+19.29%
vs Peers
-7.97%

EIPIX Mutual Fund Performance

EIPIX performance across multiple time periods: 1-month -6.50%, YTD 11.32%, 1-year 13.41%, 3-year 20.29%, 5-year 17.10%, 10-year 9.94%.

EIPIX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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