EGOCX Mutual Fund

EGOCX Mutual Fund

NAV$21.47
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Returns Overview

1 Month
-1.68%
3 Months
+1.34%
6 Months
+19.59%
YTD
+15.35%
1 Year
+16.73%
3 Years (annualized)
+26.58%
5 Years (annualized)
+16.30%
10 Years (annualized)
+15.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGOCX 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 Index(SPX)
This Mutual Fund (YTD)
+15.35%
Peer Avg (YTD)
+9.91%
vs Peers
+5.44%

EGOCX Mutual Fund Performance

EGOCX performance across multiple time periods: 1-month -1.68%, YTD 15.35%, 1-year 16.73%, 3-year 26.58%, 5-year 16.30%, 10-year 15.57%.

EGOCX returns outperform the peer average of 9.91% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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