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Evermore Global Value Investor (EVGBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.93-0.00 (-0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-5.61%
5-Year Average Return-2.29%
Number of Years Up9
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)37.95%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return37.95%
Worst 3-Yr Total Return-10.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEVGBXCategory
YTD-5.61%12.99%
1-Month0.55%1.30%
3-Month-5.20%6.38%
1-Year3.32%53.27%
3-Year-6.21%14.94%
5-Year-2.18%15.72%
10-Year1.33%9.30%
Last Bull Market7.62%18.45%
Last Bear Market-21.82%-25.47%

Annual Total Return (%) History

Year
EVGBXCategory
2024
N/AN/A
2023
20.37%N/A
2022
-26.48%N/A
2021
5.93%N/A
2020
-7.00%24.89%
2019
25.05%26.49%
2018
-21.07%-14.25%
2017
18.72%25.44%
2016
17.68%9.32%
2015
7.88%-1.23%
2014
-6.83%-0.42%
2013
37.95%30.99%
2012
7.11%18.46%
2011
-19.94%-11.76%
2010
5.00%20.56%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-6.13%N/AN/AN/A
20238.13%-0.66%0.66%11.32%
2022-8.05%-21.82%-3.67%6.16%
20217.85%-0.21%-7.51%6.41%
2020-30.72%10.32%6.97%13.73%
20196.50%6.50%0.08%10.17%
2018-0.86%0.40%-1.13%-19.80%
20178.52%1.84%8.54%-1.03%
2016-3.85%3.07%6.68%11.30%
201510.27%0.09%-6.12%4.12%
20141.94%-1.74%-7.08%0.10%
20135.36%4.31%13.14%10.96%
201213.34%-11.13%3.94%2.32%
20119.05%-9.08%-22.67%4.42%
2010-0.60%-8.95%11.82%3.75%

Rank In Category (By Total Return)

YTD75
1-Month4
3-Month99
1-Year72
3-Year62
5-Year97

Load Adjusted Returns

1-Year3.32%
3-Year-6.21%
5-Year-2.18%
10-Year1.33%