ERLVX Mutual Fund

ERLVX Mutual Fund

NAV$32.24
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Returns Overview

1 Month
+1.93%
3 Months
+7.26%
6 Months
+12.50%
YTD
+20.57%
1 Year
+27.42%
3 Years (annualized)
+15.87%
5 Years (annualized)
+10.48%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERLVX 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)
+20.57%
Peer Avg (YTD)
+12.44%
vs Peers
+8.13%

ERLVX Mutual Fund Performance

ERLVX performance across multiple time periods: 1-month 1.93%, YTD 20.57%, 1-year 27.42%, 3-year 15.87%, 5-year 10.48%, 10-year 11.56%.

ERLVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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