EIUTX Mutual Fund

EIUTX Mutual Fund

NAV$17.51
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Returns Overview

1 Month
+4.51%
3 Months
+2.09%
6 Months
+5.02%
YTD
+12.27%
1 Year
+12.23%
3 Years (annualized)
+16.57%
5 Years (annualized)
+8.34%
10 Years (annualized)
+11.94%

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)
+12.27%
Peer Avg (YTD)
+9.28%
vs Peers
+2.99%

EIUTX Mutual Fund Performance

EIUTX performance across multiple time periods: 1-month 4.51%, YTD 12.27%, 1-year 12.23%, 3-year 16.57%, 5-year 8.34%, 10-year 11.94%.

EIUTX returns outperform the peer average of 9.28% 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.