EVEXX Mutual Fund

EVEXX Mutual Fund

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Returns Overview

1 Month
+0.30%
3 Months
+0.89%
6 Months
+1.78%
YTD
+2.36%
1 Year
+3.70%
3 Years (annualized)
+3.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVEXX 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

This Mutual Fund (YTD)
+2.36%
Peer Avg (YTD)
+2.25%
vs Peers
+0.11%

EVEXX Mutual Fund Performance

EVEXX performance across multiple time periods: 1-month 0.30%, YTD 2.36%, 1-year 3.70%, 3-year 3.42%.

EVEXX returns outperform the peer average of 2.25% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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