EGOCX Mutual Fund

EGOCX Mutual Fund

NAV$21.47
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Returns Overview

1 Month
+3.07%
3 Months
+5.97%
6 Months
+16.49%
YTD
+17.31%
1 Year
+21.83%
3 Years (annualized)
+26.58%
5 Years (annualized)
+16.30%
10 Years (annualized)
+15.57%

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)
+17.31%
Peer Avg (YTD)
+11.21%
vs Peers
+6.10%

EGOCX Mutual Fund Performance

EGOCX performance across multiple time periods: 1-month 3.07%, YTD 17.31%, 1-year 21.83%, 3-year 26.58%, 5-year 16.30%, 10-year 15.57%.

EGOCX returns outperform the peer average of 11.21% 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.