EVGBX Mutual Fund

NAV$10.99

Returns Overview

1 Month
+0.27%
3 Months
+0.83%
6 Months
-5.35%
YTD
-5.03%
1 Year
+6.06%
3 Years (annualized)
-6.24%
5 Years (annualized)
-1.87%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVGBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All-Country World Index Ex USA (USD)
This Mutual Fund (YTD)
-5.03%
Peer Avg (YTD)
+6.24%
vs Peers
-11.26%

EVGBX Mutual Fund Performance

EVGBX performance across multiple time periods: 1-month 0.27%, YTD -5.03%, 1-year 6.06%, 3-year -6.24%, 5-year -1.87%, 10-year 1.33%.

EVGBX returns trail the peer average of 6.24% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

EVGBX performance comparison shows side-by-side returns with another fund. EVGBX alternatives are available in the Mutual Fund Screener.