EIVPX Mutual Fund

EIVPX Mutual Fund

NAV$18.39
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Returns Overview

1 Month
+0.39%
3 Months
+2.08%
6 Months
+8.69%
YTD
+8.30%
1 Year
+11.95%
3 Years (annualized)
+13.40%
5 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIVPX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+8.30%
Peer Avg (YTD)
+5.40%
vs Peers
+2.90%

EIVPX Mutual Fund Performance

EIVPX performance across multiple time periods: 1-month 0.39%, YTD 8.30%, 1-year 11.95%, 3-year 13.40%, 5-year 9.47%.

EIVPX returns outperform the peer average of 5.40% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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