EIRAX Mutual Fund

EIRAX Mutual Fund

NAV$16.97
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Returns Overview

1 Month
-1.35%
3 Months
-0.88%
6 Months
+8.79%
YTD
+6.25%
1 Year
+9.98%
3 Years (annualized)
+10.67%
5 Years (annualized)
+3.84%
10 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIRAX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.25%
Peer Avg (YTD)
+4.96%
vs Peers
+1.29%

EIRAX Mutual Fund Performance

EIRAX performance across multiple time periods: 1-month -1.35%, YTD 6.25%, 1-year 9.98%, 3-year 10.67%, 5-year 3.84%, 10-year 5.54%.

EIRAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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