EIVPX Mutual Fund

NAV$18.01

Returns Overview

1 Month
-0.11%
3 Months
+6.47%
6 Months
+6.16%
YTD
+6.09%
1 Year
+15.63%
3 Years (annualized)
+13.35%
5 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIVPX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+6.09%
Peer Avg (YTD)
+3.47%
vs Peers
+2.62%

EIVPX Mutual Fund Performance

EIVPX performance across multiple time periods: 1-month -0.11%, YTD 6.09%, 1-year 15.63%, 3-year 13.35%, 5-year 9.80%.

EIVPX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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