EGLCX Mutual Fund

EGLCX Mutual Fund

NAV$12.32
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Returns Overview

1 Month
+3.18%
3 Months
+7.62%
6 Months
+9.94%
YTD
+32.72%
1 Year
+31.99%
3 Years (annualized)
+26.32%
5 Years (annualized)
+26.22%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGLCX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+32.72%
Peer Avg (YTD)
+25.30%
vs Peers
+7.42%

EGLCX Mutual Fund Performance

EGLCX performance across multiple time periods: 1-month 3.18%, YTD 32.72%, 1-year 31.99%, 3-year 26.32%, 5-year 26.22%, 10-year 11.12%.

EGLCX returns outperform the peer average of 25.30% YTD. With an expense ratio of 2.40%, investors should weigh costs against performance when evaluating this mutual fund.

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