EGMSX Mutual Fund

EGMSX Mutual Fund

NAV$9.07
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Returns Overview

1 Month
+1.00%
3 Months
+2.36%
6 Months
+2.72%
YTD
+5.86%
1 Year
+11.23%
3 Years (annualized)
+9.58%
5 Years (annualized)
+6.72%
10 Years (annualized)
+5.12%

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
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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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+5.86%
Peer Avg (YTD)
+2.15%
vs Peers
+3.71%

EGMSX Mutual Fund Performance

EGMSX performance across multiple time periods: 1-month 1.00%, YTD 5.86%, 1-year 11.23%, 3-year 9.58%, 5-year 6.72%, 10-year 5.12%.

EGMSX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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