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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
Risk overview
Morningstar risk rating
★
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
Risk statistics
3 years
EIPFX
Category average
5 years
EIPFX
Category average
10 years
EIPFX
Category average
Alpha
7.62
-0.17
1.01
-0.19
-2.1
-0.08
BETA
0.74
0.02
0.87
0.02
0.83
0.01
Mean annual return
1.04
0.01
0.88
0
0.47
0
R-squared
57.76
0.67
58.16
0.62
55.05
0.47
Standard deviation
15.91
0.39
20.2
0.32
16.57
0.26
Sharpe ratio
0.59
0
0.41
0
0.25
0
Treynor ratio
11.91
-0
7.55
-0
3.35
0.01
Data disclaimer
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