EIXAX Mutual Fund

EIXAX Mutual Fund

NAV$5.79
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Returns Overview

1 Month
-4.95%
3 Months
-5.67%
6 Months
-12.51%
YTD
-13.40%
1 Year
-18.89%
3 Years (annualized)
-5.93%
5 Years (annualized)
-5.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIXAX 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
Barclays US Aggregate Bond Total Return Index(^BUSABTR)
This Mutual Fund (YTD)
-13.40%
Peer Avg (YTD)
+0.50%
vs Peers
-13.90%

EIXAX Mutual Fund Performance

EIXAX performance across multiple time periods: 1-month -4.95%, YTD -13.40%, 1-year -18.89%, 3-year -5.93%, 5-year -5.20%.

EIXAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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