EVFHX Mutual Fund

EVFHX Mutual Fund

NAV$8.24
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Returns Overview

1 Month
-0.06%
3 Months
-0.20%
6 Months
+0.59%
YTD
+0.84%
1 Year
+1.25%
3 Years (annualized)
+5.56%
5 Years (annualized)
+4.05%
10 Years (annualized)
+4.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVFHX 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
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+0.84%
Peer Avg (YTD)
+2.28%
vs Peers
-1.44%

EVFHX Mutual Fund Performance

EVFHX performance across multiple time periods: 1-month -0.06%, YTD 0.84%, 1-year 1.25%, 3-year 5.56%, 5-year 4.05%, 10-year 4.03%.

EVFHX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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