EVDAX Mutual Fund

EVDAX Mutual Fund

NAV$22.37
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Returns Overview

1 Month
+1.71%
3 Months
+2.49%
6 Months
+2.12%
YTD
+4.67%
1 Year
+5.63%
3 Years (annualized)
+7.52%
5 Years (annualized)
+6.01%
10 Years (annualized)
+8.70%

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
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📉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)
+4.67%
Peer Avg (YTD)
+4.75%
vs Peers
-0.08%

EVDAX Mutual Fund Performance

EVDAX performance across multiple time periods: 1-month 1.71%, YTD 4.67%, 1-year 5.63%, 3-year 7.52%, 5-year 6.01%, 10-year 8.70%.

EVDAX returns trail the peer average of 4.75% 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.