EIVDX Mutual Fund

EIVDX Mutual Fund

NAV$16.93
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Returns Overview

1 Month
+2.38%
3 Months
+3.37%
6 Months
+5.66%
YTD
+9.01%
1 Year
+17.49%
3 Years (annualized)
+15.88%
5 Years (annualized)
+11.05%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIVDX 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)
+9.01%
Peer Avg (YTD)
+11.41%
vs Peers
-2.40%

EIVDX Mutual Fund Performance

EIVDX performance across multiple time periods: 1-month 2.38%, YTD 9.01%, 1-year 17.49%, 3-year 15.88%, 5-year 11.05%, 10-year 11.71%.

EIVDX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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