EVSRX Mutual Fund

NAV$30.79

Returns Overview

1 Month
-0.20%
3 Months
+15.92%
6 Months
+11.38%
YTD
+11.01%
1 Year
+23.60%
3 Years (annualized)
+19.18%
5 Years (annualized)
+12.98%
10 Years (annualized)
+14.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVSRX 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)
+11.01%
Peer Avg (YTD)
+9.51%
vs Peers
+1.50%

EVSRX Mutual Fund Performance

EVSRX performance across multiple time periods: 1-month -0.20%, YTD 11.01%, 1-year 23.60%, 3-year 19.18%, 5-year 12.98%, 10-year 14.62%.

EVSRX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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