Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EWMCX (EVERCORE EQUITY FUND EVERCORE EQUITY FUND) | 8.55% | 23.36% | 16.64% | 9.78% | 14.62% | 13.32% | 10.63% | … | … |
Data as of 06/04/2026, Common starting date is 01/03/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EWMCX (EVERCORE EQUITY FUND EVERCORE EQUITY FUND) | 01/03/1980 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 23.36 | 16.64 | 9.78 | 14.62 | 13.32 | 10.63 | … | … | 8.55 | 12.67 | 14.29 | 27.95 | -21.16 | 29.39 | 24.17 | 38.45 | -4.94 | 25.35 | 5.31 | -2.34 | 15.71 | 37.66 | 9.77 | 0.67 | 15.49 | 34.02 | -41.02 | 16.98 | 5.41 | 7.54 | 7.26 | 49.90 | -36.34 | -24.18 | 5.12 | 32.80 | 27.52 | -7.79 | -2.81 | 10.38 | -7.60 | 5.66 | 4.54 | 31.23 | -21.86 | 7.91 | 18.59 | -20.40 | -8.66 | -4.03 | -7.13 | 33.39 | -9.97 | -13.17 | 10.81 |
| Sharpe Ratio | NA | 1.54 | 0.89 | 0.41 | 0.69 | NA | NA | … | … | 1.12 | 0.53 | 0.88 | 1.75 | -0.89 | 2.18 | 0.68 | 2.59 | -0.35 | 3.26 | 0.33 | -0.15 | 1.24 | 2.89 | 0.63 | 0.03 | 0.78 | 1.28 | -1.06 | 0.76 | 0.13 | 0.39 | 0.39 | 2.47 | -1.20 | -0.84 | 0.02 | 0.91 | 0.87 | -0.56 | -0.29 | 0.23 | -0.85 | 0.26 | 0.15 | 1.29 | -1.41 | 0.12 | 0.90 | -0.67 | -0.37 | -0.39 | -0.70 | 0.82 | -0.57 | -1.49 | 0.08 |
| Standard Deviation(%) | NA | 13.62 | 15.14 | 17.56 | 18.83 | NA | NA | … | … | 16.14 | 18.68 | 12.14 | 14.03 | 25.55 | 13.46 | 34.86 | 14.28 | 18.27 | 7.62 | 15.64 | 15.84 | 12.69 | 13.00 | 15.62 | 25.09 | 19.70 | 26.45 | 39.43 | 18.16 | 15.20 | 13.58 | 16.19 | 19.88 | 31.13 | 32.27 | 39.92 | 32.40 | 27.50 | 20.25 | 21.91 | 27.39 | 12.49 | 13.32 | 13.34 | 21.13 | 19.29 | 16.04 | 15.11 | 36.74 | 35.14 | 24.32 | 20.14 | 33.01 | 30.97 | 15.87 | 28.62 |
| Draw Down(%) | NA | 10.38 | 18.79 | 27.47 | 33.00 | NA | NA | … | … | 10.38 | 18.24 | 6.42 | 11.11 | 27.31 | 5.60 | 33.00 | 7.93 | 21.51 | 2.76 | 14.63 | 13.07 | 8.44 | 7.39 | 12.61 | 20.39 | 17.38 | 24.38 | 50.60 | 10.97 | 14.92 | 9.80 | 18.88 | 12.67 | 48.28 | 45.52 | 30.58 | 17.92 | 36.20 | 24.73 | 20.89 | 25.27 | 20.07 | 10.43 | 16.54 | 14.27 | 36.58 | 19.79 | 10.95 | 51.29 | 32.42 | 19.85 | 16.02 | 14.26 | 22.21 | 16.82 | 16.01 |
| Yield(%) | 0.00 | 5.80 | 4.08 | 3.17 | 4.71 | 5.98 | 5.22 | … | … | 0.00 | 5.68 | 3.94 | 0.66 | 0.44 | 4.00 | 1.12 | 3.06 | 2.07 | 2.24 | 0.32 | 4.64 | 7.10 | 3.10 | 0.31 | 0.00 | 0.38 | 0.00 | 0.64 | 4.36 | 1.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 23.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EWMCX (EVERCORE EQUITY FUND EVERCORE EQUITY FUND) |
-27.86%
Feb 2000 – Feb 2003 |
-9.68%
Nov 1985 – Nov 1990 |
-5.30%
Oct 1980 – Oct 1990 |
-2.83%
Aug 1983 – Aug 1998 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EWMCX (EVERCORE EQUITY FUND EVERCORE EQUITY FUND) |
30.54%
Dec 2018 – Dec 2021 |
23.21%
Feb 2009 – Feb 2014 |
16.90%
Dec 2011 – Dec 2021 |
15.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart