EVIBX Mutual Fund

EVIBX Mutual Fund

NAV$5.04
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Returns Overview

1 Month
+0.91%
3 Months
+1.17%
6 Months
+1.55%
YTD
+1.99%
1 Year
+4.26%
3 Years (annualized)
+7.48%
5 Years (annualized)
+4.16%
10 Years (annualized)
+4.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVIBX 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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+2.15%
vs Peers
-0.16%

EVIBX Mutual Fund Performance

EVIBX performance across multiple time periods: 1-month 0.91%, YTD 1.99%, 1-year 4.26%, 3-year 7.48%, 5-year 4.16%, 10-year 4.80%.

EVIBX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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