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Evercore Equity Fund: (MF: EWMCX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$38.38 USD
-0.14 (-0.36%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.21 | 78 |
| 3 months | 7.79 | 63 |
| 6 months | 2.21 | 78 |
| 1 Year | 7.92 | 80 |
| 3 Year | 14.82 | 57 |
| 5 Year | 13.36 | 56 |
| 10 Year | 12.10 | 37 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 149.23 |
| Bear Market (10/07 - 2/09) | -52.28 |
| Bull Market (2/09 - 3/21) | 916.70 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 7.92 |
| 5 Year | 13.36 |
| 10 Year | 12.11 |
| Since Inception | 8.67 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.17 | 7.79 | NA | NA |
| 2024 | 8.69 | -0.38 | 6.93 | -1.25 |
| 2023 | 7.12 | 8.77 | -1.85 | 11.87 |
| 2022 | -9.24 | -14.21 | -6.41 | 8.18 |
| 2021 | 6.37 | 8.34 | 0.32 | 11.93 |
| 2020 | -19.22 | 25.21 | 10.43 | 11.14 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.21 | 14.32 | 27.94 | -21.17 | 29.42 | 24.15 | 38.48 | -4.96 | 25.30 | 5.34 | -2.24 |
| % Total Return Rel to Index | -3.99 | -10.69 | 1.70 | -2.96 | 0.74 | 5.74 | 6.99 | -0.57 | 3.50 | -6.59 | -3.63 |
| % Total Return Rel to Peer | -2.93 | -5.06 | 4.95 | -1.47 | 7.36 | 4.23 | 10.05 | 1.89 | 4.62 | -2.47 | -0.64 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 1.00 | 3.00 | 1.00 | 3.00 | 2.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.15 | 0.17 | 0.14 | 0.00 | 0.02 | 0.08 | 0.03 | 0.05 | 0.02 | 0.04 |
| % Yield | 0.00 | 0.39 | 0.43 | 0.53 | 0.00 | 0.08 | 0.36 | 0.21 | 0.27 | 0.17 | 0.30 |
| Capital Gains ($) | 0.00 | 1.16 | 0.00 | 0.00 | 1.06 | 0.22 | 0.41 | 0.32 | 0.26 | 0.02 | 0.63 |
| Expense Ratio | 0.00 | 0.90 | 0.93 | 0.93 | 0.95 | 0.98 | 0.99 | 1.00 | 1.00 | 1.00 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%