EIUTX Mutual Fund

NAV$17.51

Returns Overview

1 Month
+1.20%
3 Months
+9.21%
6 Months
+10.05%
YTD
+9.49%
1 Year
+12.95%
3 Years (annualized)
+13.90%
5 Years (annualized)
+8.89%
10 Years (annualized)
+11.70%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
NASDAQ US Broad Dividend Achievers Index(^DAA)
This Mutual Fund (YTD)
+9.49%
Peer Avg (YTD)
+9.51%
vs Peers
-0.02%

EIUTX Mutual Fund Performance

EIUTX performance across multiple time periods: 1-month 1.20%, YTD 9.49%, 1-year 12.95%, 3-year 13.90%, 5-year 8.89%, 10-year 11.70%.

EIUTX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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