Evercore Mutual Funds List
Here you can find all mutual funds issued by Evercore and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.96%
- Avg. 1 Year Return
- 13.31%
- Avg. 5 Year Return
- 8.43%
- Median Risk/Return Score
- 31 / 100
Evercore Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Evercore Equity Fund | Large Cap Growth Equities | Dec 24, 1945 | 0.96% | 8.15% | 14.33% | 4.97% | 31 |
Explore top Evercore Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Evercore Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Evercore Equity Fund | 31 | — | Dec 1945 |
Best-Performing Evercore Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Evercore Equity Fund | 8.43% | — | Dec 1945 |
Lowest-Cost Evercore Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Evercore Equity Fund | 0.96% | — | Dec 1945 |
Highest-Yield Evercore Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Evercore Equity Fund | 4.97% | — | Dec 1945 |
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