EVUYX Mutual Fund

EVUYX Mutual Fund

NAV$20.43
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Returns Overview

1 Month
-2.03%
3 Months
-4.85%
6 Months
+3.06%
YTD
+3.52%
1 Year
+5.03%
3 Years (annualized)
+11.58%
5 Years (annualized)
+6.81%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVUYX 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)
+3.52%
Peer Avg (YTD)
+8.19%
vs Peers
-4.67%

EVUYX Mutual Fund Performance

EVUYX performance across multiple time periods: 1-month -2.03%, YTD 3.52%, 1-year 5.03%, 3-year 11.58%, 5-year 6.81%, 10-year 8.42%.

EVUYX returns trail the peer average of 8.19% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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