EVOIX Mutual Fund

EVOIX Mutual Fund

NAV$7.15
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Returns Overview

1 Month
+4.37%
3 Months
+8.98%
6 Months
+9.65%
YTD
+13.65%
1 Year
+21.67%
3 Years (annualized)
+6.52%
5 Years (annualized)
+7.36%
10 Years (annualized)
+3.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVOIX 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
PROUpgrade to run
🏦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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+13.65%
Peer Avg (YTD)
+5.40%
vs Peers
+8.25%

EVOIX Mutual Fund Performance

EVOIX performance across multiple time periods: 1-month 4.37%, YTD 13.65%, 1-year 21.67%, 3-year 6.52%, 5-year 7.36%, 10-year 3.36%.

EVOIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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