EVONX Mutual Fund

EVONX Mutual Fund

NAV$7.04
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Returns Overview

1 Month
-2.61%
3 Months
+2.98%
6 Months
+4.18%
YTD
+4.03%
1 Year
+2.26%
3 Years (annualized)
+10.70%
5 Years (annualized)
+2.44%
10 Years (annualized)
+4.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVONX 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
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🏦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)
+4.03%
Peer Avg (YTD)
+9.46%
vs Peers
-5.43%

EVONX Mutual Fund Performance

EVONX performance across multiple time periods: 1-month -2.61%, YTD 4.03%, 1-year 2.26%, 3-year 10.70%, 5-year 2.44%, 10-year 4.62%.

EVONX returns trail the peer average of 9.46% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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