EVUYX Mutual Fund

EVUYX Mutual Fund

NAV$20.73
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Returns Overview

1 Month
+8.26%
3 Months
-0.22%
6 Months
-5.05%
YTD
+3.30%
1 Year
+0.96%
3 Years (annualized)
+15.14%
5 Years (annualized)
+7.00%
10 Years (annualized)
+9.16%

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)
+3.30%
Peer Avg (YTD)
+6.38%
vs Peers
-3.08%

EVUYX Mutual Fund Performance

EVUYX performance across multiple time periods: 1-month 8.26%, YTD 3.30%, 1-year 0.96%, 3-year 15.14%, 5-year 7.00%, 10-year 9.16%.

EVUYX returns trail the peer average of 6.38% 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.