EGRCX Mutual Fund

EGRCX Mutual Fund

NAV$12.33
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Returns Overview

1 Month
+1.58%
3 Months
+3.56%
6 Months
+3.04%
YTD
+9.50%
1 Year
+17.99%
3 Years (annualized)
+7.52%
5 Years (annualized)
+3.56%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGRCX 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)
+9.50%
Peer Avg (YTD)
+0.20%
vs Peers
+9.29%

EGRCX Mutual Fund Performance

EGRCX performance across multiple time periods: 1-month 1.58%, YTD 9.50%, 1-year 17.99%, 3-year 7.52%, 5-year 3.56%, 10-year 2.11%.

EGRCX returns outperform the peer average of 0.20% YTD. With an expense ratio of 3.22%, investors should weigh costs against performance when evaluating this mutual fund.

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