EGLIX Mutual Fund

NAV$12.91

Returns Overview

1 Month
-0.46%
3 Months
+1.89%
6 Months
+15.99%
YTD
+23.66%
1 Year
+27.26%
3 Years (annualized)
+28.14%
5 Years (annualized)
+24.81%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGLIX 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

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)
+23.66%
Peer Avg (YTD)
+14.02%
vs Peers
+9.64%

EGLIX Mutual Fund Performance

EGLIX performance across multiple time periods: 1-month -0.46%, YTD 23.66%, 1-year 27.26%, 3-year 28.14%, 5-year 24.81%, 10-year 12.02%.

EGLIX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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