EVAIX Mutual Fund

EVAIX Mutual Fund

NAV$7.10
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Returns Overview

1 Month
+4.17%
3 Months
-1.93%
6 Months
-2.19%
YTD
-0.83%
1 Year
-0.26%
3 Years (annualized)
+5.13%
5 Years (annualized)
+0.50%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVAIX 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
Bloomberg Virginia Municipal Bond Index
This Mutual Fund (YTD)
-0.83%
Peer Avg (YTD)
-0.87%
vs Peers
+0.03%

EVAIX Mutual Fund Performance

EVAIX performance across multiple time periods: 1-month 4.17%, YTD -0.83%, 1-year -0.26%, 3-year 5.13%, 5-year 0.50%, 10-year 1.60%.

EVAIX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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