EVOIX Mutual Fund

NAV$6.63

Returns Overview

1 Month
-1.79%
3 Months
+0.61%
6 Months
+5.46%
YTD
+4.29%
1 Year
+19.61%
3 Years (annualized)
+4.23%
5 Years (annualized)
+6.95%
10 Years (annualized)
+2.82%

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
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)
+4.29%
Peer Avg (YTD)
+3.47%
vs Peers
+0.81%

EVOIX Mutual Fund Performance

EVOIX performance across multiple time periods: 1-month -1.79%, YTD 4.29%, 1-year 19.61%, 3-year 4.23%, 5-year 6.95%, 10-year 2.82%.

EVOIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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