EVFTX Mutual Fund

EVFTX Mutual Fund

NAV$12.23
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Returns Overview

1 Month
-1.80%
3 Months
+1.34%
6 Months
+3.97%
YTD
+6.26%
1 Year
+11.96%
3 Years (annualized)
+9.29%
5 Years (annualized)
+4.48%
10 Years (annualized)
+5.55%

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
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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)
+6.26%
Peer Avg (YTD)
+5.54%
vs Peers
+0.72%

EVFTX Mutual Fund Performance

EVFTX performance across multiple time periods: 1-month -1.80%, YTD 6.26%, 1-year 11.96%, 3-year 9.29%, 5-year 4.48%, 10-year 5.55%.

EVFTX returns outperform the peer average of 5.54% 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.