EVVCX Mutual Fund

EVVCX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
+0.80%
3 Months
-0.48%
6 Months
+1.30%
YTD
+3.36%
1 Year
+5.48%
3 Years (annualized)
+5.80%
5 Years (annualized)
+2.26%
10 Years (annualized)
+4.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVVCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.36%
Peer Avg (YTD)
+3.78%
vs Peers
-0.42%

EVVCX Mutual Fund Performance

EVVCX performance across multiple time periods: 1-month 0.80%, YTD 3.36%, 1-year 5.48%, 3-year 5.80%, 5-year 2.26%, 10-year 4.01%.

EVVCX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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