EGFIX Mutual Fund

EGFIX Mutual Fund

NAV$4.69
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Returns Overview

1 Month
-4.56%
3 Months
-0.82%
6 Months
-6.39%
YTD
-9.86%
1 Year
-9.08%
3 Years (annualized)
+6.94%
5 Years (annualized)
-1.08%
10 Years (annualized)
+12.09%

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)
-9.86%
Peer Avg (YTD)
+6.23%
vs Peers
-16.09%

EGFIX Mutual Fund Performance

EGFIX performance across multiple time periods: 1-month -4.56%, YTD -9.86%, 1-year -9.08%, 3-year 6.94%, 5-year -1.08%, 10-year 12.09%.

EGFIX returns trail the peer average of 6.23% 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.