EVOIX Mutual Fund

EVOIX Mutual Fund

NAV$7.19
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Returns Overview

1 Month
+1.52%
3 Months
-0.45%
6 Months
+3.73%
YTD
+7.06%
1 Year
+22.78%
3 Years (annualized)
+5.54%
5 Years (annualized)
+7.02%
10 Years (annualized)
+2.80%

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)
+7.06%
Peer Avg (YTD)
+2.39%
vs Peers
+4.67%

EVOIX Mutual Fund Performance

EVOIX performance across multiple time periods: 1-month 1.52%, YTD 7.06%, 1-year 22.78%, 3-year 5.54%, 5-year 7.02%, 10-year 2.80%.

EVOIX returns outperform the peer average of 2.39% 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.