EGFIX Mutual Fund

EGFIX Mutual Fund

NAV$42.50
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Returns Overview

1 Month
+0.29%
3 Months
+900.32%
6 Months
+892.09%
YTD
+801.70%
1 Year
+787.97%
3 Years (annualized)
+139.60%
5 Years (annualized)
+56.72%
10 Years (annualized)
+41.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGFIX 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
S&P 500 GrowthIndex(^SP500G:SP)
This Mutual Fund (YTD)
+801.70%
Peer Avg (YTD)
+5.23%
vs Peers
+796.47%

EGFIX Mutual Fund Performance

EGFIX performance across multiple time periods: 1-month 0.29%, YTD 801.70%, 1-year 787.97%, 3-year 139.60%, 5-year 56.72%, 10-year 41.22%.

EGFIX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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