EGOAX Mutual Fund

EGOAX Mutual Fund

NAV$22.44
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Returns Overview

1 Month
+0.05%
3 Months
+6.81%
6 Months
+13.51%
YTD
+14.33%
1 Year
+22.34%
3 Years (annualized)
+20.89%
5 Years (annualized)
+14.66%
10 Years (annualized)
+14.90%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.33%
Peer Avg (YTD)
+9.41%
vs Peers
+4.92%

EGOAX Mutual Fund Performance

EGOAX performance across multiple time periods: 1-month 0.05%, YTD 14.33%, 1-year 22.34%, 3-year 20.89%, 5-year 14.66%, 10-year 14.90%.

EGOAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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