EVTMX Mutual Fund

EVTMX Mutual Fund

NAV$17.18
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Returns Overview

1 Month
-2.62%
3 Months
-1.89%
6 Months
+7.07%
YTD
+7.21%
1 Year
+5.64%
3 Years (annualized)
+13.25%
5 Years (annualized)
+7.90%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVTMX 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
NASDAQ US Broad Dividend Achievers Index(^DAA)
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+9.98%
vs Peers
-2.77%

EVTMX Mutual Fund Performance

EVTMX performance across multiple time periods: 1-month -2.62%, YTD 7.21%, 1-year 5.64%, 3-year 13.25%, 5-year 7.90%, 10-year 11.17%.

EVTMX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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