EVFHX Mutual Fund

EVFHX Mutual Fund

NAV$8.25
See how much of EVFHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.17%
3 Months
+0.45%
6 Months
+1.86%
YTD
+1.22%
1 Year
+2.40%
3 Years (annualized)
+5.58%
5 Years (annualized)
+4.24%
10 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVFHX 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
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+2.15%
vs Peers
-0.94%

EVFHX Mutual Fund Performance

EVFHX performance across multiple time periods: 1-month 0.17%, YTD 1.22%, 1-year 2.40%, 3-year 5.58%, 5-year 4.24%, 10-year 4.26%.

EVFHX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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