EVCLX Mutual Fund

EVCLX Mutual Fund

NAV$10.68
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Returns Overview

1 Month
-1.66%
3 Months
+0.84%
6 Months
+2.77%
YTD
+4.38%
1 Year
+9.12%
3 Years (annualized)
+7.69%
5 Years (annualized)
+3.61%
10 Years (annualized)
+4.60%

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)
+4.38%
Peer Avg (YTD)
+5.54%
vs Peers
-1.16%

EVCLX Mutual Fund Performance

EVCLX performance across multiple time periods: 1-month -1.66%, YTD 4.38%, 1-year 9.12%, 3-year 7.69%, 5-year 3.61%, 10-year 4.60%.

EVCLX returns trail the peer average of 5.54% 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.