EVFMX Mutual Fund

NAV$11.96

Returns Overview

1 Month
-3.47%
3 Months
+1.36%
6 Months
+2.31%
YTD
+6.22%
1 Year
+19.12%
3 Years (annualized)
+13.54%
5 Years (annualized)
+6.50%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVFMX 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)
+6.22%
Peer Avg (YTD)
+5.87%
vs Peers
+0.35%

EVFMX Mutual Fund Performance

EVFMX performance across multiple time periods: 1-month -3.47%, YTD 6.22%, 1-year 19.12%, 3-year 13.54%, 5-year 6.50%, 10-year 8.55%.

EVFMX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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