EGORX Mutual Fund

EGORX Mutual Fund

NAV$23.17
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+2.90%
3 Months
+18.38%
6 Months
+15.33%
YTD
+14.50%
1 Year
+25.34%
3 Years (annualized)
+22.89%
5 Years (annualized)
+15.49%
10 Years (annualized)
+16.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGORX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.50%
Peer Avg (YTD)
+9.51%
vs Peers
+4.99%

EGORX Mutual Fund Performance

EGORX performance across multiple time periods: 1-month 2.90%, YTD 14.50%, 1-year 25.34%, 3-year 22.89%, 5-year 15.49%, 10-year 16.15%.

EGORX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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