EVFCX Mutual Fund

EVFCX Mutual Fund

NAV$10.54
See how much of EVFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.13%
3 Months
-0.20%
6 Months
+2.72%
YTD
+5.41%
1 Year
+8.20%
3 Years (annualized)
+8.07%
5 Years (annualized)
+3.35%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVFCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+5.41%
Peer Avg (YTD)
+6.28%
vs Peers
-0.88%

EVFCX Mutual Fund Performance

EVFCX performance across multiple time periods: 1-month 1.13%, YTD 5.41%, 1-year 8.20%, 3-year 8.07%, 5-year 3.35%, 10-year 4.70%.

EVFCX returns trail the peer average of 6.28% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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