EILVX Mutual Fund

EILVX Mutual Fund

NAV$31.90
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Returns Overview

1 Month
+1.93%
3 Months
+7.26%
6 Months
+12.44%
YTD
+20.51%
1 Year
+27.33%
3 Years (annualized)
+15.81%
5 Years (annualized)
+10.41%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EILVX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.51%
Peer Avg (YTD)
+12.44%
vs Peers
+8.07%

EILVX Mutual Fund Performance

EILVX performance across multiple time periods: 1-month 1.93%, YTD 20.51%, 1-year 27.33%, 3-year 15.81%, 5-year 10.41%, 10-year 11.43%.

EILVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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