EVSYX Mutual Fund

EVSYX Mutual Fund

NAV$27.53
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Returns Overview

1 Month
+2.13%
3 Months
+9.54%
6 Months
+9.99%
YTD
+11.26%
1 Year
+17.99%
3 Years (annualized)
+17.61%
5 Years (annualized)
+13.94%
10 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVSYX 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)
+11.26%
Peer Avg (YTD)
+8.00%
vs Peers
+3.26%

EVSYX Mutual Fund Performance

EVSYX performance across multiple time periods: 1-month 2.13%, YTD 11.26%, 1-year 17.99%, 3-year 17.61%, 5-year 13.94%, 10-year 13.25%.

EVSYX returns outperform the peer average of 8.00% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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