EISVX Mutual Fund

EISVX Mutual Fund

NAV$36.44
See how much of EISVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.05%
3 Months
-3.06%
6 Months
+3.37%
YTD
+14.44%
1 Year
+21.57%
3 Years (annualized)
+28.62%
5 Years (annualized)
+14.71%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EISVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+14.44%
Peer Avg (YTD)
+10.38%
vs Peers
+4.05%

EISVX Mutual Fund Performance

EISVX performance across multiple time periods: 1-month -4.05%, YTD 14.44%, 1-year 21.57%, 3-year 28.62%, 5-year 14.71%, 10-year 11.46%.

EISVX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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