EVMBX Mutual Fund

EVMBX Mutual Fund

NAV$8.45
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Returns Overview

1 Month
+2.82%
3 Months
-1.16%
6 Months
-1.40%
YTD
-0.30%
1 Year
+0.03%
3 Years (annualized)
+4.90%
5 Years (annualized)
-0.06%
10 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVMBX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.30%
Peer Avg (YTD)
-0.87%
vs Peers
+0.56%

EVMBX Mutual Fund Performance

EVMBX performance across multiple time periods: 1-month 2.82%, YTD -0.30%, 1-year 0.03%, 3-year 4.90%, 5-year -0.06%, 10-year 1.65%.

EVMBX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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