EVSAX Mutual Fund

NAV$29.53

Returns Overview

1 Month
-0.24%
3 Months
+15.78%
6 Months
+11.18%
YTD
+10.80%
1 Year
+23.56%
3 Years (annualized)
+18.71%
5 Years (annualized)
+12.52%
10 Years (annualized)
+14.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVSAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.80%
Peer Avg (YTD)
+9.51%
vs Peers
+1.29%

EVSAX Mutual Fund Performance

EVSAX performance across multiple time periods: 1-month -0.24%, YTD 10.80%, 1-year 23.56%, 3-year 18.71%, 5-year 12.52%, 10-year 14.14%.

EVSAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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