EGOIX Mutual Fund

EGOIX Mutual Fund

NAV$23.17
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Returns Overview

1 Month
+3.21%
3 Months
+6.29%
6 Months
+17.15%
YTD
+18.22%
1 Year
+23.23%
3 Years (annualized)
+23.50%
5 Years (annualized)
+15.13%
10 Years (annualized)
+15.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGOIX 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)
+18.22%
Peer Avg (YTD)
+11.21%
vs Peers
+7.01%

EGOIX Mutual Fund Performance

EGOIX performance across multiple time periods: 1-month 3.21%, YTD 18.22%, 1-year 23.23%, 3-year 23.50%, 5-year 15.13%, 10-year 15.66%.

EGOIX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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