EVAIX Mutual Fund

EVAIX Mutual Fund

NAV$6.78
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Returns Overview

1 Month
-5.45%
3 Months
-7.65%
6 Months
-4.93%
YTD
-4.80%
1 Year
-2.90%
3 Years (annualized)
+3.99%
5 Years (annualized)
+0.58%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVAIX 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 Virginia Municipal Bond Index
This Mutual Fund (YTD)
-4.80%
Peer Avg (YTD)
-3.84%
vs Peers
-0.96%

EVAIX Mutual Fund Performance

EVAIX performance across multiple time periods: 1-month -5.45%, YTD -4.80%, 1-year -2.90%, 3-year 3.99%, 5-year 0.58%, 10-year 1.72%.

EVAIX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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