EIVIX Mutual Fund

EIVIX Mutual Fund

NAV$16.38
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Returns Overview

1 Month
+4.08%
3 Months
+0.69%
6 Months
+4.15%
YTD
+9.84%
1 Year
+14.43%
3 Years (annualized)
+20.14%
5 Years (annualized)
+10.79%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIVIX 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)
+9.84%
Peer Avg (YTD)
+20.32%
vs Peers
-10.48%

EIVIX Mutual Fund Performance

EIVIX performance across multiple time periods: 1-month 4.08%, YTD 9.84%, 1-year 14.43%, 3-year 20.14%, 5-year 10.79%, 10-year 12.37%.

EIVIX returns trail the peer average of 20.32% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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