EVUAX Mutual Fund

EVUAX Mutual Fund

NAV$20.19
See how much of EVUAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.96%
3 Months
-9.76%
6 Months
-8.75%
YTD
-4.80%
1 Year
-5.46%
3 Years (annualized)
+11.82%
5 Years (annualized)
+3.03%
10 Years (annualized)
+7.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVUAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
-4.80%
Peer Avg (YTD)
+0.92%
vs Peers
-5.71%

EVUAX Mutual Fund Performance

EVUAX performance across multiple time periods: 1-month -4.96%, YTD -4.80%, 1-year -5.46%, 3-year 11.82%, 5-year 3.03%, 10-year 7.25%.

EVUAX returns trail the peer average of 0.92% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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