EVMLX Mutual Fund

EVMLX Mutual Fund

NAV$12.47
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Returns Overview

1 Month
-2.02%
3 Months
+2.07%
6 Months
+5.60%
YTD
+8.51%
1 Year
+16.01%
3 Years (annualized)
+12.29%
5 Years (annualized)
+6.40%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVMLX 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)
+8.51%
Peer Avg (YTD)
+5.54%
vs Peers
+2.98%

EVMLX Mutual Fund Performance

EVMLX performance across multiple time periods: 1-month -2.02%, YTD 8.51%, 1-year 16.01%, 3-year 12.29%, 5-year 6.40%, 10-year 8.27%.

EVMLX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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