EVFAX Mutual Fund

EVFAX Mutual Fund

NAV$9.34
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Returns Overview

1 Month
+0.68%
3 Months
+0.93%
6 Months
+1.29%
YTD
+0.94%
1 Year
+2.48%
3 Years (annualized)
+6.37%
5 Years (annualized)
+5.12%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVFAX 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/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+0.94%
Peer Avg (YTD)
+0.12%
vs Peers
+0.82%

EVFAX Mutual Fund Performance

EVFAX performance across multiple time periods: 1-month 0.68%, YTD 0.94%, 1-year 2.48%, 3-year 6.37%, 5-year 5.12%, 10-year 4.87%.

EVFAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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