EATVX Mutual Fund

EATVX Mutual Fund

NAV$51.59
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Returns Overview

1 Month
+1.11%
3 Months
+5.10%
6 Months
+13.29%
YTD
+21.61%
1 Year
+29.05%
3 Years (annualized)
+18.17%
5 Years (annualized)
+10.27%
10 Years (annualized)
+11.92%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+21.61%
Peer Avg (YTD)
+12.44%
vs Peers
+9.17%

EATVX Mutual Fund Performance

EATVX performance across multiple time periods: 1-month 1.11%, YTD 21.61%, 1-year 29.05%, 3-year 18.17%, 5-year 10.27%, 10-year 11.92%.

EATVX returns outperform the peer average of 12.44% 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.