EVOCX Mutual Fund

NAV$6.74

Returns Overview

1 Month
-1.20%
3 Months
+4.61%
6 Months
+10.52%
YTD
+3.62%
1 Year
+12.07%
3 Years (annualized)
+6.18%
5 Years (annualized)
+6.68%
10 Years (annualized)
+1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVOCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+3.62%
Peer Avg (YTD)
-1.13%
vs Peers
+4.75%

EVOCX Mutual Fund Performance

EVOCX performance across multiple time periods: 1-month -1.20%, YTD 3.62%, 1-year 12.07%, 3-year 6.18%, 5-year 6.68%, 10-year 1.87%.

EVOCX returns outperform the peer average of -1.13% YTD. With an expense ratio of 2.34%, investors should weigh costs against performance when evaluating this mutual fund.

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