EVUYX Mutual Fund

NAV$21.38

Returns Overview

1 Month
+1.54%
3 Months
+1.25%
6 Months
+6.62%
YTD
+5.67%
1 Year
+11.66%
3 Years (annualized)
+13.25%
5 Years (annualized)
+8.20%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVUYX 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)
+5.67%
Peer Avg (YTD)
+10.15%
vs Peers
-4.47%

EVUYX Mutual Fund Performance

EVUYX performance across multiple time periods: 1-month 1.54%, YTD 5.67%, 1-year 11.66%, 3-year 13.25%, 5-year 8.20%, 10-year 8.64%.

EVUYX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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