EFG ETF

$121.42

Returns Overview

1 Month
+0.72%
3 Months
+11.49%
6 Months
+9.08%
YTD
+7.79%
1 Year
+12.61%
3 Years (annualized)
+11.02%
5 Years (annualized)
+4.61%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EFG 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Growth Index(M1EA000G)
This ETF (YTD)
+7.79%
Peer Avg (YTD)
+8.97%
vs Peers
-1.18%

EFG ETF Performance

EFG performance across multiple time periods: 1-month 0.72%, YTD 7.79%, 1-year 12.61%, 3-year 11.02%, 5-year 4.61%, 10-year 8.33%.

EFG returns trail the peer average of 8.97% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this ETF.

EFG performance comparison shows side-by-side returns with another fund. EFG alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.72%N/A
3 Months+11.49%N/A
6 Months+9.08%N/A
1 Year+12.61%N/A
3 Years+11.02%N/A
5 Years+4.61%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized