ENGCX Mutual Fund

ENGCX Mutual Fund

NAV$7.84
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Returns Overview

3 Months
+1.30%
6 Months
+6.28%
YTD
+4.99%
1 Year
+6.58%
3 Years (annualized)
+8.57%
5 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ENGCX 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
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📉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
MerQube US 20% Buffer Laddered Index
This Mutual Fund (YTD)
+4.99%
Peer Avg (YTD)
+5.40%
vs Peers
-0.41%

ENGCX Mutual Fund Performance

ENGCX performance across multiple time periods: YTD 4.99%, 1-year 6.58%, 3-year 8.57%, 5-year 5.77%.

ENGCX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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