EVFMX Mutual Fund

EVFMX Mutual Fund

NAV$12.22
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Returns Overview

1 Month
-2.33%
3 Months
-2.16%
6 Months
+8.87%
YTD
+8.10%
1 Year
+10.33%
3 Years (annualized)
+13.39%
5 Years (annualized)
+6.22%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVFMX 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)
+8.10%
Peer Avg (YTD)
+4.96%
vs Peers
+3.13%

EVFMX Mutual Fund Performance

EVFMX performance across multiple time periods: 1-month -2.33%, YTD 8.10%, 1-year 10.33%, 3-year 13.39%, 5-year 6.22%, 10-year 8.28%.

EVFMX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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