EVTMX Mutual Fund

NAV$17.53

Returns Overview

1 Month
+1.12%
3 Months
+9.13%
6 Months
+9.90%
YTD
+9.27%
1 Year
+12.65%
3 Years (annualized)
+13.59%
5 Years (annualized)
+8.60%
10 Years (annualized)
+11.34%

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
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
NASDAQ US Broad Dividend Achievers Index(^DAA)
This Mutual Fund (YTD)
+9.27%
Peer Avg (YTD)
+9.51%
vs Peers
-0.23%

EVTMX Mutual Fund Performance

EVTMX performance across multiple time periods: 1-month 1.12%, YTD 9.27%, 1-year 12.65%, 3-year 13.59%, 5-year 8.60%, 10-year 11.34%.

EVTMX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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