EIVIX Mutual Fund

EIVIX Mutual Fund

NAV$15.83
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Returns Overview

1 Month
-3.86%
3 Months
-0.90%
6 Months
+6.85%
YTD
+5.54%
1 Year
+9.00%
3 Years (annualized)
+17.98%
5 Years (annualized)
+11.53%
10 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIVIX 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)
+5.54%
Peer Avg (YTD)
+10.00%
vs Peers
-4.46%

EIVIX Mutual Fund Performance

EIVIX performance across multiple time periods: 1-month -3.86%, YTD 5.54%, 1-year 9.00%, 3-year 17.98%, 5-year 11.53%, 10-year 12.18%.

EIVIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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