Evercore Equity Fund (EWMCX)

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Evercore Equity Fund (EWMCX) is up 8.4% since the beginning of the year. EWMCX is currently trading at $42 per share. Investors who bought $1,000 worth of EWMCX shares 5 years ago would now be looking at an investment worth $1,596.

Evercore Equity Fund (EWMCX) has returned 8.35% so far this year and 23.94% over the past 12 months. Looking at the last ten years, EWMCX has achieved an annualized return of 14.69%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Jan 31, 1980, EWMCX's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, an investment would double in approximately 6.2 years.

Historically, 61% of months were positive and 39% were negative. The best month was Feb 2000 with a return of +33.7%, while the worst month was Oct 1987 at -29.3%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.

On a daily basis, EWMCX closed higher 52% of trading days. The best single day was Jan 31, 1983 with a return of +29.5%, while the worst single day was Dec 9, 1986 at -21.1%.

Evercore Equity Fund has an annualized alpha of 1.73%, beta of 0.99, and R2 of 0.54 versus S&P 500 Index. Calculated based on daily prices since February 29, 1980.

• This fund captured 116.79% of S&P 500 Index gains and 115.71% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• With beta of 0.99 and R2 of 0.54, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

EWMCX has a high expense ratio of 0.96%, indicating above-average management fees.

EWMCX ranks 39 for risk / return — below 39% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Evercore Equity Fund (EWMCX) and compare them to S&P 500 Index.

Evercore Equity Fund provided a 4.96% dividend yield over the last twelve months, with an annual payout of $2.11 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for Evercore Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Evercore Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Evercore Equity Fund was 69.57%, occurring on Oct 9, 2002. Recovery took 2778 trading sessions.

The current Evercore Equity Fund drawdown is 0.26%.

The chart below shows the rolling one-month volatility.