EVTMX Mutual Fund

EVTMX Mutual Fund

NAV$17.68
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Returns Overview

1 Month
+4.48%
3 Months
+2.04%
6 Months
+4.83%
YTD
+11.96%
1 Year
+11.88%
3 Years (annualized)
+16.25%
5 Years (annualized)
+8.06%
10 Years (annualized)
+11.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVTMX 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
NASDAQ US Broad Dividend Achievers Index(^DAA)
This Mutual Fund (YTD)
+11.96%
Peer Avg (YTD)
+10.80%
vs Peers
+1.16%

EVTMX Mutual Fund Performance

EVTMX performance across multiple time periods: 1-month 4.48%, YTD 11.96%, 1-year 11.88%, 3-year 16.25%, 5-year 8.06%, 10-year 11.65%.

EVTMX returns outperform the peer average of 10.80% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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