EVFTX Mutual Fund

EVFTX Mutual Fund

NAV$11.75
See how much of EVFTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.17%
3 Months
-0.58%
6 Months
+0.75%
YTD
+5.64%
1 Year
+6.30%
3 Years (annualized)
+11.32%
5 Years (annualized)
+4.18%
10 Years (annualized)
+5.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVFTX 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 500 Index(SPX)
This Mutual Fund (YTD)
+5.64%
Peer Avg (YTD)
+5.30%
vs Peers
+0.33%

EVFTX Mutual Fund Performance

EVFTX performance across multiple time periods: 1-month -0.17%, YTD 5.64%, 1-year 6.30%, 3-year 11.32%, 5-year 4.18%, 10-year 5.66%.

EVFTX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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