EVGOX Mutual Fund

EVGOX Mutual Fund

NAV$5.00
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Returns Overview

1 Month
-4.15%
3 Months
-5.24%
6 Months
-4.65%
YTD
-4.45%
1 Year
-2.61%
3 Years (annualized)
+5.02%
5 Years (annualized)
+1.63%
10 Years (annualized)
+1.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVGOX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-4.45%
Peer Avg (YTD)
+0.64%
vs Peers
-5.09%

EVGOX Mutual Fund Performance

EVGOX performance across multiple time periods: 1-month -4.15%, YTD -4.45%, 1-year -2.61%, 3-year 5.02%, 5-year 1.63%, 10-year 1.64%.

EVGOX returns trail the peer average of 0.64% YTD. With an expense ratio of 2.76%, investors should weigh costs against performance when evaluating this mutual fund.

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