EGMSX Mutual Fund

NAV$9.03

Returns Overview

1 Month
+0.90%
3 Months
+2.61%
6 Months
+4.54%
YTD
+4.35%
1 Year
+11.43%
3 Years (annualized)
+9.23%
5 Years (annualized)
+6.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGMSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+3.23%
vs Peers
+1.12%

EGMSX Mutual Fund Performance

EGMSX performance across multiple time periods: 1-month 0.90%, YTD 4.35%, 1-year 11.43%, 3-year 9.23%, 5-year 6.49%.

EGMSX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

EGMSX performance comparison shows side-by-side returns with another fund. EGMSX alternatives are available in the Mutual Fund Screener.