EVGRX Mutual Fund

NAV$12.40

Returns Overview

1 Month
-3.95%
3 Months
+1.47%
6 Months
+2.48%
YTD
+7.27%
1 Year
+22.45%
3 Years (annualized)
+15.90%
5 Years (annualized)
+7.81%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVGRX 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)
+7.27%
Peer Avg (YTD)
+6.73%
vs Peers
+0.54%

EVGRX Mutual Fund Performance

EVGRX performance across multiple time periods: 1-month -3.95%, YTD 7.27%, 1-year 22.45%, 3-year 15.90%, 5-year 7.81%, 10-year 9.86%.

EVGRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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