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EIP Growth and Income Investor (EIPFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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16.69
+0.08
(+0.48%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
11.64%
5-year average return
9.54%
Number of years up
4
Number of years down
3
Best 1-yr total return (12 May 2024)
22.60%
Worst 1-yr total return (12 May 2024)
N/A
Best 3-yr total return
22.60%
Worst 3-yr total return
-1.03%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
EIPFX
Category
YTD
7.94%
38.02%
1-month
-0.19%
4.39%
3-month
9.40%
17.34%
1-year
11.84%
54.67%
3-year
11.87%
0.06%
5-year
8.75%
0.07%
10-year
4.31%
1.70%
Last bull market
12.90%
11.80%
Last bear market
-7.64%
-7.14%
Annual total return (%) history
Year
EIPFX
Category
2024
N/A
N/A
2023
5.78%
N/A
2022
16.07%
N/A
2021
21.20%
N/A
2020
-10.18%
-23.34%
2019
22.60%
13.05%
2018
-11.97%
-16.32%
2017
-1.11%
-5.78%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
8.14%
N/A
N/A
N/A
2023
0.31%
1.46%
0.31%
3.61%
2022
14.45%
-7.64%
-1.35%
11.30%
2021
8.90%
7.98%
-3.21%
6.49%
2020
-29.83%
14.98%
-3.43%
15.28%
2019
16.24%
2.28%
2.20%
0.90%
2018
-11.38%
7.11%
1.57%
-8.70%
2017
1.33%
-2.31%
0.81%
-0.90%
Rank in category (by total return)
YTD
88
1-month
18
3-month
68
1-year
100
3-year
94
5-year
58
Load adjusted returns
1-year
11.84%
3-year
11.87%
5-year
8.75%
10-year
4.31%
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