EGFIX Mutual Fund

NAV$4.32

Returns Overview

1 Month
+0.35%
3 Months
+9.20%
6 Months
-5.37%
YTD
-5.55%
1 Year
-5.14%
3 Years (annualized)
+14.75%
5 Years (annualized)
+7.28%
10 Years (annualized)
+17.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGFIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 GrowthIndex(^SP500G:SP)
This Mutual Fund (YTD)
-5.55%
Peer Avg (YTD)
+8.97%
vs Peers
-14.52%

EGFIX Mutual Fund Performance

EGFIX performance across multiple time periods: 1-month 0.35%, YTD -5.55%, 1-year -5.14%, 3-year 14.75%, 5-year 7.28%, 10-year 17.73%.

EGFIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

EGFIX performance comparison shows side-by-side returns with another fund. EGFIX alternatives are available in the Mutual Fund Screener.