EVF ETF

EVF ETF
$4.95
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Returns Overview

1 Month
+0.39%
3 Months
+1.51%
6 Months
+1.01%
YTD
+0.47%
1 Year
+1.96%
3 Years (annualized)
+6.53%
5 Years (annualized)
+4.77%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EVF 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P/LSTA Leveraged Loan Total Return Index(SPBDAL)
This ETF (YTD)
+0.47%
Peer Avg (YTD)
+0.12%
vs Peers
+0.35%

EVF ETF Performance

EVF performance across multiple time periods: 1-month 0.39%, YTD 0.47%, 1-year 1.96%, 3-year 6.53%, 5-year 4.77%, 10-year 8.15%.

EVF returns outperform the peer average of 0.12% YTD. With an expense ratio of 2.38%, investors should weigh costs against performance when evaluating this ETF.

EVF vs another fund shows side-by-side returns. EVF alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.39%N/A
3 Months+1.51%N/A
6 Months+1.01%N/A
1 Year+1.96%N/A
3 Years+6.53%N/A
5 Years+4.77%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized