EGFIX Mutual Fund

EGFIX Mutual Fund

NAV$44.12
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Returns Overview

1 Month
+847.10%
3 Months
+851.91%
6 Months
+939.47%
YTD
+799.06%
1 Year
+814.56%
3 Years (annualized)
+9.38%
5 Years (annualized)
-0.57%
10 Years (annualized)
+12.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGFIX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 GrowthIndex(^SP500G:SP)
This Mutual Fund (YTD)
+799.06%
Peer Avg (YTD)
+8.68%
vs Peers
+790.38%

EGFIX Mutual Fund Performance

EGFIX performance across multiple time periods: 1-month 847.10%, YTD 799.06%, 1-year 814.56%, 3-year 9.38%, 5-year -0.57%, 10-year 12.61%.

EGFIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

EGFIX vs another fund shows side-by-side returns. EGFIX alternatives are available in the Mutual Fund Screener.