EVFCX Mutual Fund

NAV$10.76

Returns Overview

1 Month
+0.37%
3 Months
+6.53%
6 Months
+6.01%
YTD
+6.01%
1 Year
+11.12%
3 Years (annualized)
+8.27%
5 Years (annualized)
+3.66%
10 Years (annualized)
+5.11%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.01%
Peer Avg (YTD)
+5.87%
vs Peers
+0.15%

EVFCX Mutual Fund Performance

EVFCX performance across multiple time periods: 1-month 0.37%, YTD 6.01%, 1-year 11.12%, 3-year 8.27%, 5-year 3.66%, 10-year 5.11%.

EVFCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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