EVMLX Mutual Fund

EVMLX Mutual Fund

NAV$12.05
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Returns Overview

1 Month
-0.66%
3 Months
-0.66%
6 Months
+1.40%
YTD
+7.80%
1 Year
+8.89%
3 Years (annualized)
+14.95%
5 Years (annualized)
+5.97%
10 Years (annualized)
+8.39%

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)
+7.80%
Peer Avg (YTD)
+5.30%
vs Peers
+2.50%

EVMLX Mutual Fund Performance

EVMLX performance across multiple time periods: 1-month -0.66%, YTD 7.80%, 1-year 8.89%, 3-year 14.95%, 5-year 5.97%, 10-year 8.39%.

EVMLX returns outperform the peer average of 5.30% 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.