EGLIX Mutual Fund

EGLIX Mutual Fund

NAV$13.40
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Returns Overview

1 Month
+1.37%
3 Months
+0.36%
6 Months
+18.76%
YTD
+29.50%
1 Year
+29.14%
3 Years (annualized)
+26.39%
5 Years (annualized)
+26.39%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGLIX 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)
+29.50%
Peer Avg (YTD)
+19.98%
vs Peers
+9.52%

EGLIX Mutual Fund Performance

EGLIX performance across multiple time periods: 1-month 1.37%, YTD 29.50%, 1-year 29.14%, 3-year 26.39%, 5-year 26.39%, 10-year 12.11%.

EGLIX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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