EVCLX Mutual Fund

EVCLX Mutual Fund

NAV$10.45
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Returns Overview

3 Months
-0.76%
6 Months
+0.07%
YTD
+3.58%
1 Year
+4.11%
3 Years (annualized)
+9.19%
5 Years (annualized)
+3.39%
10 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVCLX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+5.30%
vs Peers
-1.72%

EVCLX Mutual Fund Performance

EVCLX performance across multiple time periods: YTD 3.58%, 1-year 4.11%, 3-year 9.19%, 5-year 3.39%, 10-year 4.61%.

EVCLX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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