EGOIX Mutual Fund

EGOIX Mutual Fund

NAV$23.19
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Returns Overview

1 Month
+0.09%
3 Months
+6.91%
6 Months
+13.74%
YTD
+14.55%
1 Year
+22.38%
3 Years (annualized)
+21.14%
5 Years (annualized)
+14.98%
10 Years (annualized)
+15.28%

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
PROUpgrade to run
🏦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)
+14.55%
Peer Avg (YTD)
+9.41%
vs Peers
+5.14%

EGOIX Mutual Fund Performance

EGOIX performance across multiple time periods: 1-month 0.09%, YTD 14.55%, 1-year 22.38%, 3-year 21.14%, 5-year 14.98%, 10-year 15.28%.

EGOIX returns outperform the peer average of 9.41% 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.