EGLIX Mutual Fund

EGLIX Mutual Fund

NAV$12.58
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Returns Overview

1 Month
+3.25%
3 Months
+7.93%
6 Months
+10.50%
YTD
+33.71%
1 Year
+33.46%
3 Years (annualized)
+27.60%
5 Years (annualized)
+27.48%
10 Years (annualized)
+12.26%

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)
+33.71%
Peer Avg (YTD)
+25.30%
vs Peers
+8.41%

EGLIX Mutual Fund Performance

EGLIX performance across multiple time periods: 1-month 3.25%, YTD 33.71%, 1-year 33.46%, 3-year 27.60%, 5-year 27.48%, 10-year 12.26%.

EGLIX returns outperform the peer average of 25.30% YTD. With an expense ratio of 1.40%, 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.