EVFGX Mutual Fund

EVFGX Mutual Fund

NAV$14.68
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Returns Overview

1 Month
-1.28%
3 Months
-0.88%
6 Months
+1.59%
YTD
+10.04%
1 Year
+11.73%
3 Years (annualized)
+18.90%
5 Years (annualized)
+7.60%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVFGX 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 500 Index(SPX)
This Mutual Fund (YTD)
+10.04%
Peer Avg (YTD)
+6.22%
vs Peers
+3.82%

EVFGX Mutual Fund Performance

EVFGX performance across multiple time periods: 1-month -1.28%, YTD 10.04%, 1-year 11.73%, 3-year 18.90%, 5-year 7.60%, 10-year 10.13%.

EVFGX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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