ERGOX Mutual Fund

ERGOX Mutual Fund

NAV$4.98
See how much of ERGOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.18%
3 Months
-5.32%
6 Months
-4.80%
YTD
-4.65%
1 Year
-2.87%
3 Years (annualized)
+4.76%
5 Years (annualized)
+1.37%
10 Years (annualized)
+1.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERGOX 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 US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-4.65%
Peer Avg (YTD)
+0.64%
vs Peers
-5.29%

ERGOX Mutual Fund Performance

ERGOX performance across multiple time periods: 1-month -4.18%, YTD -4.65%, 1-year -2.87%, 3-year 4.76%, 5-year 1.37%, 10-year 1.40%.

ERGOX returns trail the peer average of 0.64% YTD. With an expense ratio of 3.01%, investors should weigh costs against performance when evaluating this mutual fund.

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