EVAGX Mutual Fund

EVAGX Mutual Fund

NAV$15.15
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Returns Overview

1 Month
+3.10%
3 Months
+1.13%
6 Months
+8.06%
YTD
+14.78%
1 Year
+21.54%
3 Years (annualized)
+17.92%
5 Years (annualized)
+8.98%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVAGX 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)
+14.78%
Peer Avg (YTD)
+7.17%
vs Peers
+7.61%

EVAGX Mutual Fund Performance

EVAGX performance across multiple time periods: 1-month 3.10%, YTD 14.78%, 1-year 21.54%, 3-year 17.92%, 5-year 8.98%, 10-year 10.99%.

EVAGX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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