EVOIX Mutual Fund

EVOIX Mutual Fund

NAV$6.92
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Returns Overview

1 Month
-2.10%
3 Months
+5.10%
6 Months
+4.63%
YTD
+11.27%
1 Year
+18.17%
3 Years (annualized)
+6.75%
5 Years (annualized)
+6.70%
10 Years (annualized)
+4.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVOIX 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
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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)
+11.27%
Peer Avg (YTD)
+3.99%
vs Peers
+7.28%

EVOIX Mutual Fund Performance

EVOIX performance across multiple time periods: 1-month -2.10%, YTD 11.27%, 1-year 18.17%, 3-year 6.75%, 5-year 6.70%, 10-year 4.04%.

EVOIX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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