Evercore Equity Fund (EWMCX)
The Advisor attempts to achieve its investment objective of long term growth of capital by investing principally in a diversified portfolio of domestic common stocks. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities. Although the fund invests primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities, either directly or indirectly through investments in ADR.
Fund Info
US93208V3042
93208V304
Dec 24, 1945
$1,000
Large-Cap
Growth
Expense Ratio
EWMCX has a high expense ratio of 0.96%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Evercore Equity Fund (EWMCX) returned -2.86% year-to-date (YTD) and 4.99% over the past 12 months. Over the past 10 years, EWMCX had an annualized return of 11.32%, slightly ahead of the S&P 500 benchmark at 10.85%.
EWMCX
-2.86%
4.80%
-6.98%
4.99%
9.36%
12.94%
11.32%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of EWMCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.24% | -2.77% | -5.53% | -2.25% | 4.80% | -2.86% | |||||||
| 2024 | 0.39% | 4.54% | 3.58% | -5.12% | 3.26% | 1.68% | 3.47% | 1.70% | 1.62% | -1.67% | 4.84% | -4.25% | 14.29% |
| 2023 | 7.66% | -2.85% | 2.43% | 1.59% | 0.10% | 6.96% | 4.52% | -1.18% | -4.98% | -3.31% | 9.98% | 5.21% | 27.95% |
| 2022 | -5.62% | -5.35% | 1.60% | -7.76% | 2.27% | -9.06% | 10.00% | -5.31% | -10.15% | 7.50% | 6.22% | -5.25% | -21.16% |
| 2021 | -0.75% | 2.44% | 4.62% | 5.89% | 0.10% | 2.22% | 3.85% | 1.34% | -4.67% | 7.97% | -1.19% | 4.91% | 29.39% |
| 2020 | -0.96% | -6.72% | -12.56% | 13.97% | 6.38% | 3.28% | 5.62% | 7.17% | -2.44% | -1.72% | 9.53% | 3.28% | 24.17% |
| 2019 | 9.38% | 2.84% | 2.98% | 4.61% | -7.23% | 7.68% | 1.69% | -1.01% | 1.83% | 2.65% | 5.02% | 3.48% | 38.45% |
| 2018 | 8.14% | -3.58% | -1.99% | 0.28% | 3.44% | 1.09% | 2.42% | 3.31% | -1.22% | -9.38% | 3.07% | -9.14% | -4.94% |
| 2017 | 2.35% | 4.03% | 0.40% | 1.80% | 1.37% | 0.71% | 1.15% | 0.57% | 2.39% | 4.18% | 3.54% | 0.44% | 25.35% |
| 2016 | -7.69% | -0.40% | 6.74% | -0.23% | 0.99% | -2.34% | 5.02% | 0.00% | 1.18% | -2.84% | 4.12% | 1.45% | 5.31% |
| 2015 | -2.85% | 4.94% | -0.61% | 1.10% | 1.70% | -1.53% | 0.61% | -6.33% | -2.73% | 7.76% | 0.41% | -4.01% | -2.34% |
| 2014 | -2.57% | 5.59% | -0.44% | 0.37% | 2.43% | 2.73% | -1.96% | 4.56% | -2.52% | 3.57% | 3.04% | 0.32% | 15.71% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EWMCX is 22, meaning it’s performing worse than 78% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Evercore Equity Fund (EWMCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Evercore Equity Fund provided a 3.65% dividend yield over the last twelve months, with an annual payout of $1.32 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.32 | $1.32 | $0.17 | $0.15 | $1.06 | $0.25 | $0.49 | $0.36 | $0.32 | $0.04 | $0.67 | $0.93 |
Dividend yield | 3.65% | 3.55% | 0.52% | 0.56% | 3.14% | 0.92% | 2.26% | 2.25% | 1.83% | 0.30% | 4.97% | 6.47% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.32 | $1.32 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.06 | $1.06 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.67 |
| 2014 | $0.93 | $0.93 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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 69.96%, occurring on Oct 9, 2002. Recovery took 2778 trading sessions.
The current Evercore Equity Fund drawdown is 7.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.96% | Mar 13, 2000 | 644 | Oct 9, 2002 | 2778 | Oct 29, 2013 | 3422 |
| -51.17% | Aug 26, 1987 | 44 | Oct 26, 1987 | 2052 | Sep 6, 1995 | 2096 |
| -36.19% | Apr 22, 1998 | 122 | Oct 8, 1998 | 52 | Dec 21, 1998 | 174 |
| -33% | Feb 20, 2020 | 23 | Mar 23, 2020 | 79 | Jul 15, 2020 | 102 |
| -28.37% | Jul 7, 1986 | 127 | Dec 30, 1986 | 162 | Aug 13, 1987 | 289 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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