EATVX Mutual Fund

EATVX Mutual Fund

NAV$53.12
See how much of EATVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.34%
3 Months
+9.09%
6 Months
+14.58%
YTD
+20.28%
1 Year
+30.50%
3 Years (annualized)
+16.75%
5 Years (annualized)
+10.66%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EATVX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.28%
Peer Avg (YTD)
+11.41%
vs Peers
+8.87%

EATVX Mutual Fund Performance

EATVX performance across multiple time periods: 1-month 0.34%, YTD 20.28%, 1-year 30.50%, 3-year 16.75%, 5-year 10.66%, 10-year 11.82%.

EATVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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