ETGLX Mutual Fund

NAV$61.43

Returns Overview

1 Month
+8.03%
3 Months
+31.78%
6 Months
+22.71%
YTD
+21.57%
1 Year
+39.66%
3 Years (annualized)
+16.86%
5 Years (annualized)
+6.82%
10 Years (annualized)
+16.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETGLX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+21.57%
Peer Avg (YTD)
+10.82%
vs Peers
+10.76%

ETGLX Mutual Fund Performance

ETGLX performance across multiple time periods: 1-month 8.03%, YTD 21.57%, 1-year 39.66%, 3-year 16.86%, 5-year 6.82%, 10-year 16.48%.

ETGLX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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