EVGLX Mutual Fund

EVGLX Mutual Fund

NAV$12.92
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Returns Overview

1 Month
-2.21%
3 Months
+2.41%
6 Months
+6.66%
YTD
+10.02%
1 Year
+18.86%
3 Years (annualized)
+14.27%
5 Years (annualized)
+7.70%
10 Years (annualized)
+10.16%

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
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📉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)
+10.02%
Peer Avg (YTD)
+6.57%
vs Peers
+3.45%

EVGLX Mutual Fund Performance

EVGLX performance across multiple time periods: 1-month -2.21%, YTD 10.02%, 1-year 18.86%, 3-year 14.27%, 5-year 7.70%, 10-year 10.16%.

EVGLX returns outperform the peer average of 6.57% 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.