EIVDX Mutual Fund

EIVDX Mutual Fund

NAV$17.63
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Returns Overview

1 Month
+4.03%
3 Months
+0.64%
6 Months
+4.03%
YTD
+9.71%
1 Year
+14.14%
3 Years (annualized)
+19.81%
5 Years (annualized)
+10.52%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIVDX 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)
+9.71%
Peer Avg (YTD)
+20.32%
vs Peers
-10.62%

EIVDX Mutual Fund Performance

EIVDX performance across multiple time periods: 1-month 4.03%, YTD 9.71%, 1-year 14.14%, 3-year 19.81%, 5-year 10.52%, 10-year 12.11%.

EIVDX returns trail the peer average of 20.32% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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