EVGLX Mutual Fund

NAV$12.27

Returns Overview

1 Month
-4.14%
3 Months
+1.32%
6 Months
+2.51%
YTD
+7.26%
1 Year
+22.98%
3 Years (annualized)
+16.34%
5 Years (annualized)
+8.25%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVGLX 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)
+7.26%
Peer Avg (YTD)
+6.73%
vs Peers
+0.53%

EVGLX Mutual Fund Performance

EVGLX performance across multiple time periods: 1-month -4.14%, YTD 7.26%, 1-year 22.98%, 3-year 16.34%, 5-year 8.25%, 10-year 10.79%.

EVGLX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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