EISVX Mutual Fund

EISVX Mutual Fund

NAV$39.02
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Returns Overview

1 Month
-2.49%
3 Months
+6.63%
6 Months
+11.54%
YTD
+19.85%
1 Year
+41.88%
3 Years (annualized)
+25.34%
5 Years (annualized)
+15.91%
10 Years (annualized)
+12.17%

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
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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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+19.85%
Peer Avg (YTD)
+11.12%
vs Peers
+8.73%

EISVX Mutual Fund Performance

EISVX performance across multiple time periods: 1-month -2.49%, YTD 19.85%, 1-year 41.88%, 3-year 25.34%, 5-year 15.91%, 10-year 12.17%.

EISVX returns outperform the peer average of 11.12% 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.