EGORX Mutual Fund

EGORX Mutual Fund

NAV$23.10
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Returns Overview

1 Month
-1.60%
3 Months
+1.66%
6 Months
+20.34%
YTD
+16.39%
1 Year
+18.12%
3 Years (annualized)
+23.54%
5 Years (annualized)
+15.16%
10 Years (annualized)
+16.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGORX 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)
+16.39%
Peer Avg (YTD)
+9.98%
vs Peers
+6.41%

EGORX Mutual Fund Performance

EGORX performance across multiple time periods: 1-month -1.60%, YTD 16.39%, 1-year 18.12%, 3-year 23.54%, 5-year 15.16%, 10-year 16.02%.

EGORX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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