EIUTX Mutual Fund

EIUTX Mutual Fund

NAV$17.08
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Returns Overview

1 Month
+0.29%
3 Months
+1.94%
6 Months
+4.35%
YTD
+10.28%
1 Year
+10.96%
3 Years (annualized)
+13.55%
5 Years (annualized)
+8.18%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIUTX 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
NASDAQ US Broad Dividend Achievers Index(^DAA)
This Mutual Fund (YTD)
+10.28%
Peer Avg (YTD)
+11.21%
vs Peers
-0.93%

EIUTX Mutual Fund Performance

EIUTX performance across multiple time periods: 1-month 0.29%, YTD 10.28%, 1-year 10.96%, 3-year 13.55%, 5-year 8.18%, 10-year 11.52%.

EIUTX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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