EVSRX Mutual Fund

EVSRX Mutual Fund

NAV$30.35
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Returns Overview

1 Month
-0.53%
3 Months
+4.53%
6 Months
+9.29%
YTD
+10.42%
1 Year
+20.22%
3 Years (annualized)
+21.24%
5 Years (annualized)
+14.38%
10 Years (annualized)
+15.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVSRX 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)
+10.42%
Peer Avg (YTD)
+9.41%
vs Peers
+1.01%

EVSRX Mutual Fund Performance

EVSRX performance across multiple time periods: 1-month -0.53%, YTD 10.42%, 1-year 20.22%, 3-year 21.24%, 5-year 14.38%, 10-year 15.12%.

EVSRX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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