EVGIX Mutual Fund

NAV$11.13

Returns Overview

1 Month
+0.27%
3 Months
+1.00%
6 Months
-5.05%
YTD
-4.72%
1 Year
+6.48%
3 Years (annualized)
-5.97%
5 Years (annualized)
-1.60%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVGIX 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)
-4.72%
Peer Avg (YTD)
+6.24%
vs Peers
-10.96%

EVGIX Mutual Fund Performance

EVGIX performance across multiple time periods: 1-month 0.27%, YTD -4.72%, 1-year 6.48%, 3-year -5.97%, 5-year -1.60%, 10-year 1.60%.

EVGIX returns trail the peer average of 6.24% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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