EVMLX Mutual Fund

NAV$11.96

Returns Overview

1 Month
-3.63%
3 Months
+1.27%
6 Months
+2.22%
YTD
+6.31%
1 Year
+19.58%
3 Years (annualized)
+13.98%
5 Years (annualized)
+6.93%
10 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVMLX 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)
+6.31%
Peer Avg (YTD)
+5.87%
vs Peers
+0.45%

EVMLX Mutual Fund Performance

EVMLX performance across multiple time periods: 1-month -3.63%, YTD 6.31%, 1-year 19.58%, 3-year 13.98%, 5-year 6.93%, 10-year 8.80%.

EVMLX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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