EVDAX Mutual Fund

EVDAX Mutual Fund

NAV$22.63
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Returns Overview

1 Month
+2.20%
3 Months
+0.23%
6 Months
+2.87%
YTD
+2.91%
1 Year
+7.13%
3 Years (annualized)
+6.44%
5 Years (annualized)
+6.74%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVDAX 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 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+2.39%
vs Peers
+0.53%

EVDAX Mutual Fund Performance

EVDAX performance across multiple time periods: 1-month 2.20%, YTD 2.91%, 1-year 7.13%, 3-year 6.44%, 5-year 6.74%, 10-year 9.69%.

EVDAX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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