EVFGX Mutual Fund

NAV$14.52

Returns Overview

1 Month
-3.78%
3 Months
+2.11%
6 Months
+3.13%
YTD
+8.76%
1 Year
+25.37%
3 Years (annualized)
+17.63%
5 Years (annualized)
+8.85%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVFGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+6.73%
vs Peers
+2.04%

EVFGX Mutual Fund Performance

EVFGX performance across multiple time periods: 1-month -3.78%, YTD 8.76%, 1-year 25.37%, 3-year 17.63%, 5-year 8.85%, 10-year 10.76%.

EVFGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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