EVGLX Mutual Fund

EVGLX Mutual Fund

NAV$12.38
See how much of EVGLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.96%
3 Months
-0.72%
6 Months
+1.67%
YTD
+9.23%
1 Year
+10.56%
3 Years (annualized)
+17.45%
5 Years (annualized)
+7.13%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVGLX 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)
+9.23%
Peer Avg (YTD)
+6.22%
vs Peers
+3.01%

EVGLX Mutual Fund Performance

EVGLX performance across multiple time periods: 1-month -0.96%, YTD 9.23%, 1-year 10.56%, 3-year 17.45%, 5-year 7.13%, 10-year 10.29%.

EVGLX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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