EIVFX Mutual Fund

EIVFX Mutual Fund

NAV$15.75
See how much of EIVFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.04%
3 Months
+0.72%
6 Months
+4.25%
YTD
+9.96%
1 Year
+14.53%
3 Years (annualized)
+19.43%
5 Years (annualized)
+10.42%
10 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIVFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.96%
Peer Avg (YTD)
+14.61%
vs Peers
-4.65%

EIVFX Mutual Fund Performance

EIVFX performance across multiple time periods: 1-month 4.04%, YTD 9.96%, 1-year 14.53%, 3-year 19.43%, 5-year 10.42%, 10-year 12.31%.

EIVFX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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