EFG ETF

$112.83

Returns Overview

1 Month
+4.58%
3 Months
+2.85%
6 Months
+11.09%
YTD
+3.35%
1 Year
+18.18%
3 Years
+10.69%
5 Years
+5.06%
10 Years
+8.16%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EFG have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+4.58%

3 Months Performance

+2.85%

6 Months Performance

+11.09%

1 Year Performance

+18.18%

Benchmark & Peers

Benchmark
MSCI EAFE Growth Index(M1EA000G)
This ETF (YTD)
+3.35%
Peer Avg (YTD)
+0.87%
vs Peers
+2.48%

EFG ETF Performance

EFG performance across multiple time periods: 1-month 4.58%, YTD 3.35%, 1-year 18.18%, 3-year 10.69%, 5-year 5.06%, 10-year 8.16%.

EFG returns outperform the peer average of 0.87% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this ETF.

EFG performance comparison shows side-by-side returns with another fund. EFG alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.58%N/A
3 Months+2.85%N/A
6 Months+11.09%N/A
1 Year+18.18%N/A
3 Years+10.69%N/A
5 Years+5.06%N/A

All returns shown are total returns, not annualized