EGOCX Mutual Fund

EGOCX Mutual Fund

NAV$21.52
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Returns Overview

3 Months
+6.60%
6 Months
+13.08%
YTD
+13.82%
1 Year
+21.51%
3 Years (annualized)
+19.95%
5 Years (annualized)
+13.78%
10 Years (annualized)
+14.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGOCX 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)
+13.82%
Peer Avg (YTD)
+9.41%
vs Peers
+4.41%

EGOCX Mutual Fund Performance

EGOCX performance across multiple time periods: YTD 13.82%, 1-year 21.51%, 3-year 19.95%, 5-year 13.78%, 10-year 14.02%.

EGOCX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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