EIFVX Mutual Fund

EIFVX Mutual Fund

NAV$25.04
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Returns Overview

1 Month
+2.99%
3 Months
+1.27%
6 Months
+12.05%
YTD
+21.11%
1 Year
+26.72%
3 Years (annualized)
+20.39%
5 Years (annualized)
+10.09%
10 Years (annualized)
+12.48%

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
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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)
+21.11%
Peer Avg (YTD)
+12.44%
vs Peers
+8.68%

EIFVX Mutual Fund Performance

EIFVX performance across multiple time periods: 1-month 2.99%, YTD 21.11%, 1-year 26.72%, 3-year 20.39%, 5-year 10.09%, 10-year 12.48%.

EIFVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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