EILVX Mutual Fund

EILVX Mutual Fund

NAV$32.27
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Returns Overview

1 Month
-2.64%
3 Months
+3.08%
6 Months
+16.55%
YTD
+16.16%
1 Year
+22.35%
3 Years (annualized)
+15.81%
5 Years (annualized)
+10.41%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EILVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.16%
Peer Avg (YTD)
+10.00%
vs Peers
+6.16%

EILVX Mutual Fund Performance

EILVX performance across multiple time periods: 1-month -2.64%, YTD 16.16%, 1-year 22.35%, 3-year 15.81%, 5-year 10.41%, 10-year 11.43%.

EILVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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