EIFVX Mutual Fund

EIFVX Mutual Fund

NAV$25.40
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Returns Overview

1 Month
-2.94%
3 Months
+1.69%
6 Months
+18.89%
YTD
+17.59%
1 Year
+24.21%
3 Years (annualized)
+16.06%
5 Years (annualized)
+10.49%
10 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIFVX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+17.59%
Peer Avg (YTD)
+10.00%
vs Peers
+7.60%

EIFVX Mutual Fund Performance

EIFVX performance across multiple time periods: 1-month -2.94%, YTD 17.59%, 1-year 24.21%, 3-year 16.06%, 5-year 10.49%, 10-year 12.07%.

EIFVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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