EVVCX Mutual Fund

EVVCX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
-1.89%
3 Months
-2.64%
6 Months
+1.82%
YTD
+1.41%
1 Year
+2.25%
3 Years (annualized)
+5.80%
5 Years (annualized)
+2.26%
10 Years (annualized)
+4.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVVCX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.41%
Peer Avg (YTD)
+2.46%
vs Peers
-1.05%

EVVCX Mutual Fund Performance

EVVCX performance across multiple time periods: 1-month -1.89%, YTD 1.41%, 1-year 2.25%, 3-year 5.80%, 5-year 2.26%, 10-year 4.01%.

EVVCX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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