EZTGX Mutual Fund

EZTGX Mutual Fund

NAV$60.45
See how much of EZTGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.80%
3 Months
-1.08%
6 Months
+1.91%
YTD
+6.41%
1 Year
+6.53%
3 Years (annualized)
+20.08%
5 Years (annualized)
+9.52%
10 Years (annualized)
+13.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EZTGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.41%
Peer Avg (YTD)
+5.14%
vs Peers
+1.27%

EZTGX Mutual Fund Performance

EZTGX performance across multiple time periods: 1-month -2.80%, YTD 6.41%, 1-year 6.53%, 3-year 20.08%, 5-year 9.52%, 10-year 13.57%.

EZTGX returns outperform the peer average of 5.14% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

EZTGX vs another fund shows side-by-side returns. EZTGX alternatives are available in the Mutual Fund Screener.