EFG ETF

EFG ETF
$119.23
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Returns Overview

1 Month
+2.32%
3 Months
+1.48%
6 Months
+1.65%
YTD
+9.90%
1 Year
+14.67%
3 Years (annualized)
+12.62%
5 Years (annualized)
+3.96%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EFG 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Growth Index(M1EA000G)
This ETF (YTD)
+9.90%
Peer Avg (YTD)
+8.51%
vs Peers
+1.39%

EFG ETF Performance

EFG performance across multiple time periods: 1-month 2.32%, YTD 9.90%, 1-year 14.67%, 3-year 12.62%, 5-year 3.96%, 10-year 8.07%.

EFG returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this ETF.

EFG vs another fund shows side-by-side returns. EFG alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.32%N/A
3 Months+1.48%N/A
6 Months+1.65%N/A
1 Year+14.67%N/A
3 Years+12.62%N/A
5 Years+3.96%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized