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Evercore Equity (EWMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.76+0.25 (+0.70%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.49%
5-year average return16.28%
Number of years up52
Number of years down25
Best 1-yr total return (30 May 2024)38.46%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return38.46%
Worst 3-yr total return5.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEWMCXCategory
YTD3.13%12.38%
1-month-5.12%5.09%
3-month2.73%10.28%
1-year21.24%41.70%
3-year6.12%22.56%
5-year13.81%21.98%
10-year12.31%15.99%
Last bull market25.77%25.99%
Last bear market-14.21%-17.29%

Annual total return (%) history

Year
EWMCXCategory
2024
N/AN/A
2023
27.95%N/A
2022
-21.17%N/A
2021
29.40%N/A
2020
24.17%35.86%
2019
38.46%31.90%
2018
-4.94%-2.09%
2017
25.35%27.67%
2016
5.31%3.23%
2015
-2.30%3.60%
2014
15.74%10.00%
2013
37.65%33.92%
2012
9.77%15.34%
2011
0.67%-2.46%
2010
15.08%15.53%
2009
34.02%35.68%
2008
-41.02%-40.67%
2007
16.92%13.35%
2006
5.42%7.05%
2005
7.54%6.71%
2004
7.26%7.81%
2003
49.90%28.66%
2002
-36.34%-27.64%
2001
-23.15%-22.30%
2000
3.41%-13.05%
1999
63.40%38.87%
1998
30.98%34.55%
1997
-2.37%26.36%
1996
11.45%19.76%
1995
36.64%32.65%
1994
-4.86%-2.45%
1993
13.17%8.69%
1992
7.61%5.92%
1991
54.36%40.07%
1990
-20.35%-3.78%
1989
22.02%27.76%
1988
18.59%12.55%
1987
-2.48%1.56%
1986
36.85%14.05%
1985
8.42%28.64%
1984
-2.77%-3.94%
1983
39.95%18.56%
1982
-1.76%32.75%
1981
-6.33%-2.13%
1980
14.40%40.60%
1979
21.92%32.37%
1978
6.56%15.06%
1977
-0.01%2.56%
1976
25.27%22.23%
1975
18.29%35.35%
1974
-45.32%-31.34%
1973
-19.80%-28.56%
1972
3.90%19.23%
1971
0.96%24.89%
1970
-17.63%-10.89%
1969
-12.84%-9.80%
1968
6.00%15.14%
1967
13.84%42.77%
1966
-5.66%-6.98%
1965
-2.21%21.58%
1964
10.02%10.60%
1963
22.76%18.94%
1962
-23.68%-18.01%
1961
33.65%26.01%
1960
3.90%5.60%
1959
3.66%16.68%
1958
26.11%44.67%
1957
-11.80%-15.41%
1956
3.19%9.71%
1955
14.81%20.69%
1954
26.00%47.17%
1953
-0.42%-2.95%
1952
9.86%6.47%
1951
9.27%18.43%
1950
17.35%29.37%
1949
9.32%17.04%
1948
-2.20%-1.13%
1947
-1.55%-0.18%
1946
0.00%-8.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.70%N/AN/AN/A
20237.13%8.78%-1.85%11.88%
2022-9.24%-14.21%-6.41%8.18%
20216.38%8.34%0.32%11.92%
2020-19.22%25.21%10.43%11.16%
201915.84%4.50%2.51%11.58%
20182.19%4.86%4.53%-15.13%
20176.89%3.92%4.16%8.33%
2016-1.87%-1.60%6.26%2.63%
20151.32%1.23%-8.33%3.91%
20142.42%5.61%-0.07%7.08%
201310.37%2.85%8.15%12.13%
201215.46%-8.48%5.37%-1.42%
20116.05%0.32%-14.95%11.26%
20103.61%-12.94%13.29%12.61%
2009-7.25%14.34%16.94%8.08%
2008-11.64%2.38%-15.20%-23.11%
20073.08%7.85%5.64%-0.43%
20066.77%-5.34%-0.24%4.55%
2005-4.21%2.80%7.26%1.81%
20040.96%-0.27%-4.49%11.54%
2003-0.62%23.35%9.38%11.79%
2002-6.14%-20.47%-23.12%10.93%
2001-24.38%14.02%-27.77%23.39%
200027.27%-3.98%6.12%-20.26%
199910.26%5.72%-0.46%40.83%
199818.53%-2.30%-16.82%35.98%
1997-5.78%9.07%9.54%-13.26%
19963.91%8.81%-0.43%-1.00%
19956.20%9.90%15.01%1.79%
1994-5.73%-9.51%10.07%1.32%
1993-5.13%2.50%12.31%3.62%
19920.83%-8.05%0.89%15.04%
199130.51%0.55%10.59%6.36%
1990-1.69%3.16%-28.40%9.70%
19896.10%7.23%9.84%-2.35%
198811.19%9.09%-5.80%3.79%
198727.73%-0.45%4.80%-26.82%
198642.72%-1.43%-7.34%4.98%
19859.70%6.36%-7.56%0.53%
1984-5.15%-4.76%7.62%0.00%
198337.44%-0.11%7.54%-5.21%
1982-6.60%-0.16%5.35%0.00%
19818.01%-1.20%-12.23%0.00%
1980-5.54%0.00%21.11%0.00%
19797.32%4.38%8.83%0.00%
1978-2.80%0.00%18.18%-7.24%
1977-0.64%0.00%1.30%-0.65%
197622.11%0.00%2.58%0.00%
197520.83%0.00%-2.11%0.00%
1974-26.58%-6.55%-26.20%8.00%
1973-19.80%-9.24%10.18%0.00%
19720.62%1.13%N/AN/A
1971-5.32%-0.67%1.70%5.57%
1970-3.25%-16.95%6.00%-3.30%
1969-4.28%-2.96%-4.77%-1.47%
1968-7.21%11.00%1.97%0.93%
19679.96%0.17%2.09%1.23%
1966-5.57%0.65%-8.33%8.29%
1965-8.09%-2.50%6.93%2.04%
1964-4.40%13.12%1.65%0.09%
19634.14%2.76%13.43%1.14%
1962-14.74%-19.03%0.76%9.71%
19611.91%18.75%N/AN/A
1960-4.02%4.82%-3.75%7.30%
19592.27%1.11%-2.81%3.14%
19585.89%5.56%6.70%5.74%
1957-2.39%1.01%-6.70%-4.12%
19562.87%-0.56%N/AN/A
19559.48%5.62%-4.75%4.23%
19547.76%6.42%2.74%6.94%
19531.25%-6.19%1.54%3.25%
19522.98%3.56%-2.80%5.97%
19517.27%-3.04%9.88%-4.39%
19507.35%-4.66%13.51%1.01%
1949-0.32%-2.90%8.64%3.98%
19480.00%0.00%N/AN/A
1947-1.55%0.00%0.00%0.00%
1946N/AN/AN/AN/A

Rank in category (by total return)

YTD87
1-month70
3-month73
1-year85
3-year38
5-year39

Load adjusted returns

1-year21.24%
3-year6.12%
5-year13.81%
10-year12.31%