EGOCX Mutual Fund

NAV$21.58

Returns Overview

1 Month
+2.81%
3 Months
+18.01%
6 Months
+14.63%
YTD
+13.82%
1 Year
+24.47%
3 Years (annualized)
+26.15%
5 Years (annualized)
+16.76%
10 Years (annualized)
+15.76%

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
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)
+13.82%
Peer Avg (YTD)
+9.51%
vs Peers
+4.31%

EGOCX Mutual Fund Performance

EGOCX performance across multiple time periods: 1-month 2.81%, YTD 13.82%, 1-year 24.47%, 3-year 26.15%, 5-year 16.76%, 10-year 15.76%.

EGOCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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