EVUAX Mutual Fund

EVUAX Mutual Fund

NAV$20.76
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Returns Overview

1 Month
+8.25%
3 Months
-0.29%
6 Months
-5.20%
YTD
+3.06%
1 Year
+1.17%
3 Years (annualized)
+14.70%
5 Years (annualized)
+6.61%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVUAX 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 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+3.06%
Peer Avg (YTD)
+6.38%
vs Peers
-3.32%

EVUAX Mutual Fund Performance

EVUAX performance across multiple time periods: 1-month 8.25%, YTD 3.06%, 1-year 1.17%, 3-year 14.70%, 5-year 6.61%, 10-year 8.79%.

EVUAX returns trail the peer average of 6.38% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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