EVFHX Mutual Fund

EVFHX Mutual Fund

NAV$8.33
See how much of EVFHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.40%
3 Months
+0.79%
6 Months
+1.10%
YTD
+1.05%
1 Year
+2.58%
3 Years (annualized)
+5.84%
5 Years (annualized)
+4.33%
10 Years (annualized)
+4.32%

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)
+1.05%
Peer Avg (YTD)
+0.12%
vs Peers
+0.93%

EVFHX Mutual Fund Performance

EVFHX performance across multiple time periods: 1-month 0.40%, YTD 1.05%, 1-year 2.58%, 3-year 5.84%, 5-year 4.33%, 10-year 4.32%.

EVFHX returns outperform the peer average of 0.12% 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.