ERLGX Mutual Fund

NAV$15.90

Returns Overview

1 Month
-1.85%
3 Months
-0.77%
6 Months
-11.02%
YTD
-10.66%
1 Year
-7.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERLGX 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 Index(SPX)
This Mutual Fund (YTD)
-10.66%
Peer Avg (YTD)
+8.97%
vs Peers
-19.63%

ERLGX Mutual Fund Performance

ERLGX performance across multiple time periods: 1-month -1.85%, YTD -10.66%, 1-year -7.57%.

ERLGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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