EGRRX Mutual Fund

EGRRX Mutual Fund

NAV$12.56
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Returns Overview

1 Month
+1.37%
3 Months
+3.54%
6 Months
+7.89%
YTD
+11.33%
1 Year
+18.21%
3 Years (annualized)
+13.20%
5 Years (annualized)
+8.64%
10 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGRRX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
-1.59%
vs Peers
+12.91%

EGRRX Mutual Fund Performance

EGRRX performance across multiple time periods: 1-month 1.37%, YTD 11.33%, 1-year 18.21%, 3-year 13.20%, 5-year 8.64%, 10-year 5.97%.

EGRRX returns outperform the peer average of -1.59% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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