EVSTX Mutual Fund

NAV$25.74

Returns Overview

1 Month
-0.28%
3 Months
+15.58%
6 Months
+10.78%
YTD
+10.39%
1 Year
+23.10%
3 Years (annualized)
+19.99%
5 Years (annualized)
+12.90%
10 Years (annualized)
+13.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVSTX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.39%
Peer Avg (YTD)
+9.51%
vs Peers
+0.88%

EVSTX Mutual Fund Performance

EVSTX performance across multiple time periods: 1-month -0.28%, YTD 10.39%, 1-year 23.10%, 3-year 19.99%, 5-year 12.90%, 10-year 13.91%.

EVSTX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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