ERGOX Mutual Fund

ERGOX Mutual Fund

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Returns Overview

1 Month
+3.31%
3 Months
-0.76%
6 Months
-1.89%
YTD
-1.50%
1 Year
-0.28%
3 Years (annualized)
+5.36%
5 Years (annualized)
+1.27%
10 Years (annualized)
+1.30%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-1.50%
Peer Avg (YTD)
+1.88%
vs Peers
-3.38%

ERGOX Mutual Fund Performance

ERGOX performance across multiple time periods: 1-month 3.31%, YTD -1.50%, 1-year -0.28%, 3-year 5.36%, 5-year 1.27%, 10-year 1.30%.

ERGOX returns trail the peer average of 1.88% 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.