EIVDX Mutual Fund

EIVDX Mutual Fund

NAV$17.04
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Returns Overview

1 Month
-3.88%
3 Months
-0.95%
6 Months
+6.81%
YTD
+5.46%
1 Year
+8.77%
3 Years (annualized)
+17.68%
5 Years (annualized)
+11.27%
10 Years (annualized)
+11.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIVDX 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)
+5.46%
Peer Avg (YTD)
+10.00%
vs Peers
-4.54%

EIVDX Mutual Fund Performance

EIVDX performance across multiple time periods: 1-month -3.88%, YTD 5.46%, 1-year 8.77%, 3-year 17.68%, 5-year 11.27%, 10-year 11.92%.

EIVDX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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