EGRAX Mutual Fund

EGRAX Mutual Fund

NAV$12.69
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Returns Overview

1 Month
-0.78%
3 Months
+2.25%
6 Months
+5.04%
YTD
+10.71%
1 Year
+14.88%
3 Years (annualized)
+14.39%
5 Years (annualized)
+9.17%
10 Years (annualized)
+6.20%

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
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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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+10.71%
Peer Avg (YTD)
-0.97%
vs Peers
+11.67%

EGRAX Mutual Fund Performance

EGRAX performance across multiple time periods: 1-month -0.78%, YTD 10.71%, 1-year 14.88%, 3-year 14.39%, 5-year 9.17%, 10-year 6.20%.

EGRAX returns outperform the peer average of -0.97% YTD. With an expense ratio of 2.47%, investors should weigh costs against performance when evaluating this mutual fund.

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