EVSIX Mutual Fund

EVSIX Mutual Fund

NAV$29.58
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Returns Overview

1 Month
-1.46%
3 Months
+0.54%
6 Months
+5.10%
YTD
+10.95%
1 Year
+11.76%
3 Years (annualized)
+24.84%
5 Years (annualized)
+13.22%
10 Years (annualized)
+16.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVSIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.95%
Peer Avg (YTD)
+10.80%
vs Peers
+0.15%

EVSIX Mutual Fund Performance

EVSIX performance across multiple time periods: 1-month -1.46%, YTD 10.95%, 1-year 11.76%, 3-year 24.84%, 5-year 13.22%, 10-year 16.24%.

EVSIX returns outperform the peer average of 10.80% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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