EITAX Mutual Fund

EITAX Mutual Fund

NAV$11.37
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Returns Overview

1 Month
-4.05%
3 Months
-5.92%
6 Months
-3.22%
YTD
-2.65%
1 Year
-0.28%
3 Years (annualized)
+3.35%
5 Years (annualized)
+0.77%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EITAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-2.65%
Peer Avg (YTD)
-3.84%
vs Peers
+1.19%

EITAX Mutual Fund Performance

EITAX performance across multiple time periods: 1-month -4.05%, YTD -2.65%, 1-year -0.28%, 3-year 3.35%, 5-year 0.77%, 10-year 1.60%.

EITAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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