EGLCX Mutual Fund

EGLCX Mutual Fund

NAV$13.13
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Returns Overview

1 Month
+1.29%
3 Months
+0.04%
6 Months
+18.07%
YTD
+28.63%
1 Year
+27.79%
3 Years (annualized)
+25.10%
5 Years (annualized)
+25.11%
10 Years (annualized)
+11.02%

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)
+28.63%
Peer Avg (YTD)
+19.98%
vs Peers
+8.65%

EGLCX Mutual Fund Performance

EGLCX performance across multiple time periods: 1-month 1.29%, YTD 28.63%, 1-year 27.79%, 3-year 25.10%, 5-year 25.11%, 10-year 11.02%.

EGLCX returns outperform the peer average of 19.98% YTD. With an expense ratio of 2.41%, 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.