EVFCX Mutual Fund

EVFCX Mutual Fund

NAV$10.77
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Returns Overview

1 Month
-1.68%
3 Months
+0.81%
6 Months
+2.64%
YTD
+4.23%
1 Year
+8.70%
3 Years (annualized)
+7.32%
5 Years (annualized)
+3.20%
10 Years (annualized)
+4.75%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
+5.54%
vs Peers
-1.31%

EVFCX Mutual Fund Performance

EVFCX performance across multiple time periods: 1-month -1.68%, YTD 4.23%, 1-year 8.70%, 3-year 7.32%, 5-year 3.20%, 10-year 4.75%.

EVFCX returns trail the peer average of 5.54% 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.