EVGRX Mutual Fund

EVGRX Mutual Fund

NAV$12.52
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Returns Overview

1 Month
-0.95%
3 Months
-0.87%
6 Months
+1.44%
YTD
+8.90%
1 Year
+10.14%
3 Years (annualized)
+16.99%
5 Years (annualized)
+6.70%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVGRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+6.22%
vs Peers
+2.68%

EVGRX Mutual Fund Performance

EVGRX performance across multiple time periods: 1-month -0.95%, YTD 8.90%, 1-year 10.14%, 3-year 16.99%, 5-year 6.70%, 10-year 9.36%.

EVGRX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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