EVUDX Mutual Fund

NAV$20.93

Returns Overview

1 Month
-1.15%
3 Months
+4.39%
6 Months
+7.16%
YTD
+12.41%
1 Year
+13.17%
3 Years (annualized)
+7.18%
5 Years (annualized)
+8.04%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVUDX 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
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+12.41%
Peer Avg (YTD)
+12.24%
vs Peers
+0.18%

EVUDX Mutual Fund Performance

EVUDX performance across multiple time periods: 1-month -1.15%, YTD 12.41%, 1-year 13.17%, 3-year 7.18%, 5-year 8.04%, 10-year 9.70%.

EVUDX returns outperform the peer average of 12.24% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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