EGRCX Mutual Fund

EGRCX Mutual Fund

NAV$12.35
See how much of EGRCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.31%
3 Months
+3.43%
6 Months
+7.65%
YTD
+10.93%
1 Year
+10.04%
3 Years (annualized)
+7.52%
5 Years (annualized)
+3.56%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGRCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+10.93%
Peer Avg (YTD)
-1.59%
vs Peers
+12.52%

EGRCX Mutual Fund Performance

EGRCX performance across multiple time periods: 1-month 1.31%, YTD 10.93%, 1-year 10.04%, 3-year 7.52%, 5-year 3.56%, 10-year 2.11%.

EGRCX returns outperform the peer average of -1.59% YTD. With an expense ratio of 3.22%, investors should weigh costs against performance when evaluating this mutual fund.

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