EVUAX Mutual Fund

NAV$21.41

Returns Overview

1 Month
+1.46%
3 Months
+1.12%
6 Months
+6.40%
YTD
+5.51%
1 Year
+11.38%
3 Years (annualized)
+12.90%
5 Years (annualized)
+5.46%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVUAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+5.51%
Peer Avg (YTD)
+10.15%
vs Peers
-4.64%

EVUAX Mutual Fund Performance

EVUAX performance across multiple time periods: 1-month 1.46%, YTD 5.51%, 1-year 11.38%, 3-year 12.90%, 5-year 5.46%, 10-year 7.08%.

EVUAX returns trail the peer average of 10.15% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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