EICVX Mutual Fund

NAV$20.65

Returns Overview

1 Month
+2.65%
3 Months
+2.99%
6 Months
+6.10%
YTD
+5.04%
1 Year
+11.93%
3 Years (annualized)
+14.27%
5 Years (annualized)
+11.83%
10 Years (annualized)
+11.77%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.04%
Peer Avg (YTD)
+9.49%
vs Peers
-4.45%

EICVX Mutual Fund Performance

EICVX performance across multiple time periods: 1-month 2.65%, YTD 5.04%, 1-year 11.93%, 3-year 14.27%, 5-year 11.83%, 10-year 11.77%.

EICVX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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