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TER vs. EICIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

TER vs. EICIX

Last updated Jun 16, 2026

TER (Teradyne, Inc.) is a stock, while EICIX (EIC Value Fund) is Large Cap Value Equities fund managed by Equity Investment Corp. Over the past 10 years, TER returned 37.39%/yr vs 11.63%/yr for EICIX. A 0.51 correlation means they provide meaningful diversification when combined.

Performance

TER vs. EICIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Teradyne, Inc. (TER) and EIC Value Fund (EICIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TER achieves a 123.58% return, which is significantly higher than EICIX's 6.59% return. Over the past 10 years, TER has outperformed EICIX with an annualized return of 37.39%, while EICIX has yielded a comparatively lower 11.63% annualized return.

TER

1D
7.24%
1M
28.03%
YTD
123.58%
6M
122.27%
1Y
421.81%
3Y*
57.92%
5Y*
28.01%
10Y*
37.39%

EICIX

1D
0.74%
1M
5.24%
YTD
6.59%
6M
5.53%
1Y
14.41%
3Y*
15.41%
5Y*
10.38%
10Y*
11.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TER vs. EICIX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
TER
Teradyne, Inc.		123.58%54.39%16.51%24.78%-46.35%36.81%76.73%118.93%-24.37%66.16%
EICIX
EIC Value Fund		6.59%16.01%11.55%12.91%0.90%30.08%4.27%22.64%-7.80%14.42%

Correlation

The correlation between TER and EICIX is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (3Y)
Calculated over the trailing 3-year period

0.30

Correlation (5Y)
Calculated over the trailing 5-year period

0.41

Correlation (10Y)
Calculated over the trailing 10-year period

0.44

Correlation (All Time)
Calculated using the full available price history since May 2, 2011

0.51

Over the past year, the correlation between TER and EICIX has dropped to 0.26 - well below their long-term average of 0.51, suggesting their price drivers have been diverging.

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Teradyne, Inc.

EIC Value Fund

Often compared with TER:
TER vs. AEHRTER vs. SNPSTER vs. AMATTER vs. VGTTER vs. BWXTTER vs. PLABTER vs. CDNS
Often compared with EICIX:
EICIX vs. ECCCEICIX vs. SPYEICIX vs. OXLCEICIX vs. WMFFXEICIX vs. VTEICIX vs. PEQIXEICIX vs. DAGVX

Return for Risk

TER vs. EICIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TER
TER Risk / Return Rank: 9999
Overall Rank
TER Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
TER Sortino Ratio Rank: 9898
Sortino Ratio Rank
TER Omega Ratio Rank: 9898
Omega Ratio Rank
TER Calmar Ratio Rank: 9999
Calmar Ratio Rank
TER Martin Ratio Rank: 9999
Martin Ratio Rank
EICIX
EICIX Risk / Return Rank: 2121
Overall Rank
EICIX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
EICIX Sortino Ratio Rank: 2323
Sortino Ratio Rank
EICIX Omega Ratio Rank: 2020
Omega Ratio Rank
EICIX Calmar Ratio Rank: 2424
Calmar Ratio Rank
EICIX Martin Ratio Rank: 1717
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TER vs. EICIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Teradyne, Inc. (TER) and EIC Value Fund (EICIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

TEREICIXDifference
Sharpe ratioReturn per unit of total volatility
6.31
1.16

+5.15

Sortino ratioReturn per unit of downside risk
4.78
1.74

+3.04

Omega ratioGain probability vs. loss probability

1.69

1.20

+0.49

Calmar ratioReturn relative to maximum drawdown

15.91

1.57

+14.34

Martin ratioReturn relative to average drawdown

56.72

3.89

+52.83

TER vs. EICIX - Sharpe Ratio Comparison

The current TER Sharpe Ratio is 6.31, which is higher than the EICIX Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of TER and EICIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

TER vs. EICIX - Drawdown Comparison

The maximum TER drawdown since its inception was -97.30%, which is greater than EICIX's maximum drawdown of -34.26%. Use the drawdown chart below to compare losses from any high point for TER and EICIX.

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Drawdown Indicators

TEREICIXDifference

Max Drawdown

Largest peak-to-trough decline

-97.30%

-34.26%

-63.04%

Max Drawdown (1Y)

Largest decline over 1 year

-26.73%

-8.55%

-18.18%

Max Drawdown (3Y)

Largest decline over 3 years

-58.18%

-11.10%

-47.08%

Max Drawdown (5Y)

Largest decline over 5 years

-59.12%

-17.36%

-41.76%

Max Drawdown (10Y)

Largest decline over 10 years

-59.12%

-34.26%

-24.86%

Current Drawdown

Current decline from peak

0.00%

-2.95%

+2.95%

Average Drawdown

Average peak-to-trough decline

-58.66%

-3.41%

-55.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.48%

3.39%

+4.09%

Volatility

TER vs. EICIX - Volatility Comparison

Teradyne, Inc. (TER) has a higher volatility of 25.68% compared to EIC Value Fund (EICIX) at 2.75%. This indicates that TER's price experiences larger fluctuations and is considered to be riskier than EICIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

TEREICIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

25.68%

2.75%

+22.93%

Volatility (6M)

Calculated over the trailing 6-month period

53.49%

8.14%

+45.35%

Volatility (1Y)

Calculated over the trailing 1-year period

67.51%

11.56%

+55.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.31%

14.59%

+35.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.38%

16.27%

+29.11%

Dividends

TER vs. EICIX - Dividend Comparison

TER's dividend yield for the trailing twelve months is around 0.12%, less than EICIX's 8.39% yield.

PositionTTM20252024202320222021202020192018201720162015
EICIX
EIC Value Fund		8.39%8.95%9.47%4.09%6.07%11.14%6.05%7.71%10.82%8.51%2.03%3.42%
TER
Teradyne, Inc.		0.12%0.25%0.38%0.41%0.50%0.24%0.33%0.53%1.15%0.67%0.94%1.16%

Frequently Asked Questions

TER and EICIX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TER has higher volatility (25.68%) compared to EICIX (2.75%). In terms of maximum drawdown, TER dropped -97.30% vs EICIX's -34.26%.

TER currently has the higher Sharpe Ratio (6.31 vs 1.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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