EITVX Mutual Fund

NAV$52.59

Returns Overview

1 Month
+3.61%
3 Months
+18.47%
6 Months
+20.03%
YTD
+18.72%
1 Year
+31.49%
3 Years (annualized)
+17.40%
5 Years (annualized)
+10.64%
10 Years (annualized)
+11.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EITVX 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)
+18.72%
Peer Avg (YTD)
+9.49%
vs Peers
+9.23%

EITVX Mutual Fund Performance

EITVX performance across multiple time periods: 1-month 3.61%, YTD 18.72%, 1-year 31.49%, 3-year 17.40%, 5-year 10.64%, 10-year 11.81%.

EITVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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