EVGOX Mutual Fund

NAV$5.26

Returns Overview

1 Month
+0.45%
3 Months
+0.61%
6 Months
+0.83%
YTD
+0.83%
1 Year
+3.99%
3 Years (annualized)
+5.36%
5 Years (annualized)
+1.72%
10 Years (annualized)
+1.73%

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
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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+1.92%
vs Peers
-1.10%

EVGOX Mutual Fund Performance

EVGOX performance across multiple time periods: 1-month 0.45%, YTD 0.83%, 1-year 3.99%, 3-year 5.36%, 5-year 1.72%, 10-year 1.73%.

EVGOX returns trail the peer average of 1.92% YTD. With an expense ratio of 2.76%, investors should weigh costs against performance when evaluating this mutual fund.

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