EAGRX Mutual Fund

EAGRX Mutual Fund

NAV$63.90
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Returns Overview

1 Month
-0.03%
3 Months
-0.82%
6 Months
+0.69%
YTD
+0.98%
1 Year
+3.99%
3 Years (annualized)
+2.65%
5 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAGRX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+4.56%
vs Peers
-3.58%

EAGRX Mutual Fund Performance

EAGRX performance across multiple time periods: 1-month -0.03%, YTD 0.98%, 1-year 3.99%, 3-year 2.65%, 5-year 6.44%.

EAGRX returns trail the peer average of 4.56% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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