EATVX Mutual Fund

NAV$52.43

Returns Overview

1 Month
+3.59%
3 Months
+18.40%
6 Months
+19.87%
YTD
+18.59%
1 Year
+31.15%
3 Years (annualized)
+17.11%
5 Years (annualized)
+10.37%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EATVX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.59%
Peer Avg (YTD)
+9.49%
vs Peers
+9.10%

EATVX Mutual Fund Performance

EATVX performance across multiple time periods: 1-month 3.59%, YTD 18.59%, 1-year 31.15%, 3-year 17.11%, 5-year 10.37%, 10-year 11.69%.

EATVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

EATVX performance comparison shows side-by-side returns with another fund. EATVX alternatives are available in the Mutual Fund Screener.