EIVAX Mutual Fund

EIVAX Mutual Fund

NAV$16.17
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Returns Overview

1 Month
+4.00%
3 Months
+0.63%
6 Months
+4.00%
YTD
+9.61%
1 Year
+14.03%
3 Years (annualized)
+18.94%
5 Years (annualized)
+9.96%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIVAX 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)
+9.61%
Peer Avg (YTD)
+20.32%
vs Peers
-10.72%

EIVAX Mutual Fund Performance

EIVAX performance across multiple time periods: 1-month 4.00%, YTD 9.61%, 1-year 14.03%, 3-year 18.94%, 5-year 9.96%, 10-year 11.73%.

EIVAX returns trail the peer average of 20.32% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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