EVSTX Mutual Fund

EVSTX Mutual Fund

NAV$24.87
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Returns Overview

1 Month
-1.54%
3 Months
+0.24%
6 Months
+4.52%
YTD
+9.95%
1 Year
+10.56%
3 Years (annualized)
+23.48%
5 Years (annualized)
+11.97%
10 Years (annualized)
+14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVSTX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+10.80%
vs Peers
-0.85%

EVSTX Mutual Fund Performance

EVSTX performance across multiple time periods: 1-month -1.54%, YTD 9.95%, 1-year 10.56%, 3-year 23.48%, 5-year 11.97%, 10-year 14.06%.

EVSTX returns trail the peer average of 10.80% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

EVSTX vs another fund shows side-by-side returns. EVSTX alternatives are available in the Mutual Fund Screener.