EISMX Mutual Fund

EISMX Mutual Fund

NAV$37.86
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Returns Overview

1 Month
-7.42%
3 Months
-0.76%
6 Months
+4.13%
YTD
-0.95%
1 Year
-1.54%
3 Years (annualized)
+6.99%
5 Years (annualized)
+4.55%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EISMX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-0.95%
Peer Avg (YTD)
+6.72%
vs Peers
-7.67%

EISMX Mutual Fund Performance

EISMX performance across multiple time periods: 1-month -7.42%, YTD -0.95%, 1-year -1.54%, 3-year 6.99%, 5-year 4.55%, 10-year 10.08%.

EISMX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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