EVUCX Mutual Fund

EVUCX Mutual Fund

NAV$21.57
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Returns Overview

1 Month
+1.50%
3 Months
+3.49%
6 Months
+13.00%
YTD
+17.05%
1 Year
+11.99%
3 Years (annualized)
+11.01%
5 Years (annualized)
+7.85%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVUCX 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)
+17.05%
Peer Avg (YTD)
+17.10%
vs Peers
-0.05%

EVUCX Mutual Fund Performance

EVUCX performance across multiple time periods: 1-month 1.50%, YTD 17.05%, 1-year 11.99%, 3-year 11.01%, 5-year 7.85%, 10-year 8.71%.

EVUCX returns trail the peer average of 17.10% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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