EVOAX Mutual Fund

NAV$6.69

Returns Overview

1 Month
-1.78%
3 Months
+0.61%
6 Months
+5.41%
YTD
+4.25%
1 Year
+19.44%
3 Years (annualized)
+4.03%
5 Years (annualized)
+6.71%
10 Years (annualized)
+2.58%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+4.25%
Peer Avg (YTD)
+3.47%
vs Peers
+0.77%

EVOAX Mutual Fund Performance

EVOAX performance across multiple time periods: 1-month -1.78%, YTD 4.25%, 1-year 19.44%, 3-year 4.03%, 5-year 6.71%, 10-year 2.58%.

EVOAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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