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Evermore Global Value Institutional (EVGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.07-0.00 (-0.01%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.31%
5-year average return-1.89%
Number of years up9
Number of years down5
Best 1-yr total return (29 Apr 2024)38.37%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return38.37%
Worst 3-yr total return-10.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEVGIXCategory
YTD-5.99%12.99%
1-month0.27%1.30%
3-month-5.99%6.38%
1-year4.83%53.27%
3-year-6.32%14.94%
5-year-0.53%15.72%
10-year1.33%9.30%
Last bull market29.60%18.45%
Last bear market-21.70%-25.47%

Annual total return (%) history

Year
EVGIXCategory
2024
N/AN/A
2023
20.74%N/A
2022
-26.35%N/A
2021
6.16%N/A
2020
-6.78%24.89%
2019
25.41%26.49%
2018
-20.92%-14.25%
2017
19.01%25.44%
2016
17.94%9.32%
2015
8.18%-1.23%
2014
-6.58%-0.42%
2013
38.37%30.99%
2012
7.43%18.46%
2011
-19.82%-11.76%
2010
5.20%20.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-5.99%N/AN/AN/A
20238.27%-0.56%0.66%11.41%
2022-7.99%-21.70%-3.73%6.19%
20217.94%-0.14%-7.44%6.40%
2020-30.66%10.35%7.01%13.85%
20196.54%6.62%0.15%10.24%
2018-0.86%0.46%-1.06%-19.76%
20178.55%1.90%8.63%-0.95%
2016-3.83%3.15%6.82%11.30%
201510.31%0.17%-6.08%4.24%
20142.02%-1.65%-7.04%0.16%
20135.47%4.41%13.20%11.01%
201213.58%-11.11%4.05%2.26%
20119.13%-8.97%-22.68%4.39%
2010-0.60%-8.95%11.93%3.85%

Rank in category (by total return)

YTD92
1-month87
3-month92
1-year72
3-year73
5-year96

Load adjusted returns

1-year4.83%
3-year-6.32%
5-year-0.53%
10-year1.33%