EGOAX Mutual Fund

EGOAX Mutual Fund

NAV$22.06
See how much of EGOAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.62%
3 Months
+1.54%
6 Months
+20.07%
YTD
+16.04%
1 Year
+17.58%
3 Years (annualized)
+24.05%
5 Years (annualized)
+15.56%
10 Years (annualized)
+14.91%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.04%
Peer Avg (YTD)
+9.91%
vs Peers
+6.13%

EGOAX Mutual Fund Performance

EGOAX performance across multiple time periods: 1-month -1.62%, YTD 16.04%, 1-year 17.58%, 3-year 24.05%, 5-year 15.56%, 10-year 14.91%.

EGOAX returns outperform the peer average of 9.91% 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.