EGRSX Mutual Fund

EGRSX Mutual Fund

NAV$13.03
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Returns Overview

1 Month
+1.40%
3 Months
+3.65%
6 Months
+8.21%
YTD
+11.73%
1 Year
+18.78%
3 Years (annualized)
+13.80%
5 Years (annualized)
+9.22%
10 Years (annualized)
+6.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGRSX 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)
+11.73%
Peer Avg (YTD)
-1.59%
vs Peers
+13.32%

EGRSX Mutual Fund Performance

EGRSX performance across multiple time periods: 1-month 1.40%, YTD 11.73%, 1-year 18.78%, 3-year 13.80%, 5-year 9.22%, 10-year 6.65%.

EGRSX returns outperform the peer average of -1.59% YTD. With an expense ratio of 2.19%, investors should weigh costs against performance when evaluating this mutual fund.

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