EVCLX Mutual Fund

EVCLX Mutual Fund

NAV$10.49
See how much of EVCLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.88%
3 Months
-2.41%
6 Months
+4.09%
YTD
+3.58%
1 Year
+4.92%
3 Years (annualized)
+8.49%
5 Years (annualized)
+3.74%
10 Years (annualized)
+4.72%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+4.96%
vs Peers
-1.38%

EVCLX Mutual Fund Performance

EVCLX performance across multiple time periods: 1-month -1.88%, YTD 3.58%, 1-year 4.92%, 3-year 8.49%, 5-year 3.74%, 10-year 4.72%.

EVCLX returns trail the peer average of 4.96% 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.