EVSIX Mutual Fund

EVSIX Mutual Fund

NAV$30.78
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Returns Overview

1 Month
-0.43%
3 Months
+1.48%
6 Months
+17.60%
YTD
+12.59%
1 Year
+16.07%
3 Years (annualized)
+26.19%
5 Years (annualized)
+15.94%
10 Years (annualized)
+16.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVSIX 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)
+12.59%
Peer Avg (YTD)
+9.91%
vs Peers
+2.69%

EVSIX Mutual Fund Performance

EVSIX performance across multiple time periods: 1-month -0.43%, YTD 12.59%, 1-year 16.07%, 3-year 26.19%, 5-year 15.94%, 10-year 16.26%.

EVSIX returns outperform the peer average of 9.91% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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