EVOAX Mutual Fund

EVOAX Mutual Fund

NAV$6.88
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Returns Overview

1 Month
-2.08%
3 Months
+4.90%
6 Months
+4.44%
YTD
+11.01%
1 Year
+17.76%
3 Years (annualized)
+6.49%
5 Years (annualized)
+5.14%
10 Years (annualized)
+3.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVOAX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+11.01%
Peer Avg (YTD)
+3.99%
vs Peers
+7.02%

EVOAX Mutual Fund Performance

EVOAX performance across multiple time periods: 1-month -2.08%, YTD 11.01%, 1-year 17.76%, 3-year 6.49%, 5-year 5.14%, 10-year 3.15%.

EVOAX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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