EVGOX Mutual Fund

EVGOX Mutual Fund

NAV$5.21
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Returns Overview

1 Month
-1.41%
3 Months
-1.07%
6 Months
-0.87%
YTD
-0.60%
1 Year
+2.81%
3 Years (annualized)
+4.82%
5 Years (annualized)
+1.50%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVGOX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.60%
Peer Avg (YTD)
+1.70%
vs Peers
-2.30%

EVGOX Mutual Fund Performance

EVGOX performance across multiple time periods: 1-month -1.41%, YTD -0.60%, 1-year 2.81%, 3-year 4.82%, 5-year 1.50%, 10-year 1.56%.

EVGOX returns trail the peer average of 1.70% YTD. With an expense ratio of 2.76%, investors should weigh costs against performance when evaluating this mutual fund.

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