EISGX Mutual Fund

EISGX Mutual Fund

NAV$15.97
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Returns Overview

1 Month
-5.27%
3 Months
-7.65%
6 Months
+3.74%
YTD
+0.57%
1 Year
-1.17%
3 Years (annualized)
+5.15%
5 Years (annualized)
+2.18%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EISGX 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
Russell 1000 Value Index Return
This Mutual Fund (YTD)
+0.57%
Peer Avg (YTD)
+10.34%
vs Peers
-9.77%

EISGX Mutual Fund Performance

EISGX performance across multiple time periods: 1-month -5.27%, YTD 0.57%, 1-year -1.17%, 3-year 5.15%, 5-year 2.18%, 10-year 8.41%.

EISGX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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