EIVFX Mutual Fund

EIVFX Mutual Fund

NAV$15.12
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Returns Overview

1 Month
+0.65%
3 Months
+4.47%
6 Months
+3.62%
YTD
+9.89%
1 Year
+13.91%
3 Years (annualized)
+15.94%
5 Years (annualized)
+10.39%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIVFX 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
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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)
+9.89%
Peer Avg (YTD)
+12.44%
vs Peers
-2.54%

EIVFX Mutual Fund Performance

EIVFX performance across multiple time periods: 1-month 0.65%, YTD 9.89%, 1-year 13.91%, 3-year 15.94%, 5-year 10.39%, 10-year 11.72%.

EIVFX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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