EICVX Mutual Fund

EICVX Mutual Fund

NAV$20.03
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Returns Overview

1 Month
+6.91%
3 Months
+8.10%
6 Months
+7.87%
YTD
+13.42%
1 Year
+19.73%
3 Years (annualized)
+15.40%
5 Years (annualized)
+12.23%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EICVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.42%
Peer Avg (YTD)
+11.41%
vs Peers
+2.01%

EICVX Mutual Fund Performance

EICVX performance across multiple time periods: 1-month 6.91%, YTD 13.42%, 1-year 19.73%, 3-year 15.40%, 5-year 12.23%, 10-year 11.52%.

EICVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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