EGLAX Mutual Fund

NAV$13.31

Returns Overview

1 Month
+3.04%
3 Months
+2.45%
6 Months
+27.53%
YTD
+26.18%
1 Year
+26.87%
3 Years (annualized)
+27.77%
5 Years (annualized)
+24.51%
10 Years (annualized)
+11.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGLAX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+26.18%
Peer Avg (YTD)
+14.02%
vs Peers
+12.16%

EGLAX Mutual Fund Performance

EGLAX performance across multiple time periods: 1-month 3.04%, YTD 26.18%, 1-year 26.87%, 3-year 27.77%, 5-year 24.51%, 10-year 11.74%.

EGLAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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