EGMSX Mutual Fund

EGMSX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-0.11%
3 Months
+1.22%
6 Months
+3.05%
YTD
+7.05%
1 Year
+8.70%
3 Years (annualized)
+9.84%
5 Years (annualized)
+6.85%
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)
+7.05%
Peer Avg (YTD)
+1.93%
vs Peers
+5.12%

EGMSX Mutual Fund Performance

EGMSX performance across multiple time periods: 1-month -0.11%, YTD 7.05%, 1-year 8.70%, 3-year 9.84%, 5-year 6.85%, 10-year 5.12%.

EGMSX returns outperform the peer average of 1.93% 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.