EVCGX Mutual Fund

NAV$16.79

Returns Overview

1 Month
+4.81%
3 Months
-1.35%
6 Months
-9.44%
YTD
-8.75%
1 Year
-2.09%
3 Years (annualized)
+5.18%
5 Years (annualized)
-5.06%
10 Years (annualized)
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVCGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI China Index(^MH302400)
This Mutual Fund (YTD)
-8.75%
Peer Avg (YTD)
+0.49%
vs Peers
-9.24%

EVCGX Mutual Fund Performance

EVCGX performance across multiple time periods: 1-month 4.81%, YTD -8.75%, 1-year -2.09%, 3-year 5.18%, 5-year -5.06%, 10-year 5.42%.

EVCGX returns trail the peer average of 0.49% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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