EISVX Mutual Fund

NAV$38.12

Returns Overview

1 Month
+1.66%
3 Months
+18.86%
6 Months
+22.91%
YTD
+21.06%
1 Year
+44.76%
3 Years (annualized)
+27.84%
5 Years (annualized)
+16.69%
10 Years (annualized)
+12.67%

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

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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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+21.06%
Peer Avg (YTD)
+8.71%
vs Peers
+12.35%

EISVX Mutual Fund Performance

EISVX performance across multiple time periods: 1-month 1.66%, YTD 21.06%, 1-year 44.76%, 3-year 27.84%, 5-year 16.69%, 10-year 12.67%.

EISVX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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