EISIX Mutual Fund

EISIX Mutual Fund

NAV$37.76
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Returns Overview

1 Month
-0.88%
3 Months
-1.49%
6 Months
+17.04%
YTD
+19.19%
1 Year
+29.67%
3 Years (annualized)
+27.58%
5 Years (annualized)
+15.73%
10 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EISIX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+19.19%
Peer Avg (YTD)
+9.89%
vs Peers
+9.29%

EISIX Mutual Fund Performance

EISIX performance across multiple time periods: 1-month -0.88%, YTD 19.19%, 1-year 29.67%, 3-year 27.58%, 5-year 15.73%, 10-year 12.26%.

EISIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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