EGOAX Mutual Fund

NAV$22.60

Returns Overview

1 Month
+2.89%
3 Months
+18.25%
6 Months
+15.11%
YTD
+14.28%
1 Year
+25.38%
3 Years (annualized)
+22.61%
5 Years (annualized)
+15.13%
10 Years (annualized)
+15.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGOAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.28%
Peer Avg (YTD)
+9.51%
vs Peers
+4.77%

EGOAX Mutual Fund Performance

EGOAX performance across multiple time periods: 1-month 2.89%, YTD 14.28%, 1-year 25.38%, 3-year 22.61%, 5-year 15.13%, 10-year 15.29%.

EGOAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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