EICVX Mutual Fund

EICVX Mutual Fund

NAV$19.66
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Returns Overview

1 Month
-6.49%
3 Months
+2.48%
6 Months
+5.54%
YTD
+7.64%
1 Year
+10.91%
3 Years (annualized)
+17.53%
5 Years (annualized)
+13.67%
10 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EICVX 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
PROUpgrade to run
🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.64%
Peer Avg (YTD)
+10.00%
vs Peers
-2.36%

EICVX Mutual Fund Performance

EICVX performance across multiple time periods: 1-month -6.49%, YTD 7.64%, 1-year 10.91%, 3-year 17.53%, 5-year 13.67%, 10-year 12.38%.

EICVX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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