EVVLX Mutual Fund

EVVLX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
-1.83%
3 Months
-2.58%
6 Months
+1.97%
YTD
+1.66%
1 Year
+2.64%
3 Years (annualized)
+6.16%
5 Years (annualized)
+2.62%
10 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVVLX 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)
+1.66%
Peer Avg (YTD)
+2.46%
vs Peers
-0.80%

EVVLX Mutual Fund Performance

EVVLX performance across multiple time periods: 1-month -1.83%, YTD 1.66%, 1-year 2.64%, 3-year 6.16%, 5-year 2.62%, 10-year 3.38%.

EVVLX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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