EGRAX Mutual Fund

NAV$12.51

Returns Overview

1 Month
+1.48%
3 Months
+4.30%
6 Months
+7.85%
YTD
+7.66%
1 Year
+18.97%
3 Years (annualized)
+12.79%
5 Years (annualized)
+8.55%
10 Years (annualized)
+6.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGRAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+7.66%
Peer Avg (YTD)
+0.99%
vs Peers
+6.67%

EGRAX Mutual Fund Performance

EGRAX performance across multiple time periods: 1-month 1.48%, YTD 7.66%, 1-year 18.97%, 3-year 12.79%, 5-year 8.55%, 10-year 6.26%.

EGRAX returns outperform the peer average of 0.99% YTD. With an expense ratio of 2.47%, investors should weigh costs against performance when evaluating this mutual fund.

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