EVFGX Mutual Fund

EVFGX Mutual Fund

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Returns Overview

1 Month
-2.62%
3 Months
-2.04%
6 Months
+12.22%
YTD
+11.46%
1 Year
+14.56%
3 Years (annualized)
+17.46%
5 Years (annualized)
+8.55%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVFGX 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 Index(SPX)
This Mutual Fund (YTD)
+11.46%
Peer Avg (YTD)
+6.10%
vs Peers
+5.36%

EVFGX Mutual Fund Performance

EVFGX performance across multiple time periods: 1-month -2.62%, YTD 11.46%, 1-year 14.56%, 3-year 17.46%, 5-year 8.55%, 10-year 10.32%.

EVFGX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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