EIVFX Mutual Fund

EIVFX Mutual Fund

NAV$15.22
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Returns Overview

1 Month
-3.82%
3 Months
-0.87%
6 Months
+6.99%
YTD
+5.69%
1 Year
+7.75%
3 Years (annualized)
+15.94%
5 Years (annualized)
+10.39%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIVFX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+10.00%
vs Peers
-4.30%

EIVFX Mutual Fund Performance

EIVFX performance across multiple time periods: 1-month -3.82%, YTD 5.69%, 1-year 7.75%, 3-year 15.94%, 5-year 10.39%, 10-year 11.72%.

EIVFX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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