EVTMX Mutual Fund

EVTMX Mutual Fund

NAV$17.12
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Returns Overview

1 Month
+0.41%
3 Months
+2.74%
6 Months
+7.30%
YTD
+9.72%
1 Year
+12.58%
3 Years (annualized)
+12.39%
5 Years (annualized)
+8.18%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVTMX 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
NASDAQ US Broad Dividend Achievers Index(^DAA)
This Mutual Fund (YTD)
+9.72%
Peer Avg (YTD)
+9.41%
vs Peers
+0.31%

EVTMX Mutual Fund Performance

EVTMX performance across multiple time periods: 1-month 0.41%, YTD 9.72%, 1-year 12.58%, 3-year 12.39%, 5-year 8.18%, 10-year 11.15%.

EVTMX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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