EIFVX Mutual Fund

NAV$25.61

Returns Overview

1 Month
+2.49%
3 Months
+16.92%
6 Months
+16.75%
YTD
+15.64%
1 Year
+27.23%
3 Years (annualized)
+14.73%
5 Years (annualized)
+9.81%
10 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIFVX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.64%
Peer Avg (YTD)
+9.49%
vs Peers
+6.15%

EIFVX Mutual Fund Performance

EIFVX performance across multiple time periods: 1-month 2.49%, YTD 15.64%, 1-year 27.23%, 3-year 14.73%, 5-year 9.81%, 10-year 11.86%.

EIFVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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