EVBLX Mutual Fund

EVBLX Mutual Fund

NAV$8.06
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Returns Overview

1 Month
-0.09%
3 Months
+0.29%
6 Months
+1.91%
YTD
+0.98%
1 Year
+1.92%
3 Years (annualized)
+5.23%
5 Years (annualized)
+4.40%
10 Years (annualized)
+4.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVBLX 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/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+2.15%
vs Peers
-1.18%

EVBLX Mutual Fund Performance

EVBLX performance across multiple time periods: 1-month -0.09%, YTD 0.98%, 1-year 1.92%, 3-year 5.23%, 5-year 4.40%, 10-year 4.20%.

EVBLX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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