EIVCX Mutual Fund

EIVCX Mutual Fund

NAV$14.27
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Returns Overview

1 Month
-0.97%
3 Months
+3.33%
6 Months
+11.65%
YTD
+12.09%
1 Year
+18.69%
3 Years (annualized)
+20.33%
5 Years (annualized)
+21.37%
10 Years (annualized)
+12.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIVCX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.09%
Peer Avg (YTD)
+11.10%
vs Peers
+0.98%

EIVCX Mutual Fund Performance

EIVCX performance across multiple time periods: 1-month -0.97%, YTD 12.09%, 1-year 18.69%, 3-year 20.33%, 5-year 21.37%, 10-year 12.80%.

EIVCX returns outperform the peer average of 11.10% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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