EARGX Mutual Fund

NAV$63.31

Returns Overview

1 Month
-0.03%
3 Months
-0.81%
6 Months
+0.67%
YTD
+0.96%
1 Year
+3.89%
3 Years (annualized)
+2.43%
5 Years (annualized)
+6.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EARGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+4.56%
vs Peers
-3.60%

EARGX Mutual Fund Performance

EARGX performance across multiple time periods: 1-month -0.03%, YTD 0.96%, 1-year 3.89%, 3-year 2.43%, 5-year 6.14%.

EARGX returns trail the peer average of 4.56% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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