EGRCX Mutual Fund

NAV$12.09

Returns Overview

1 Month
+1.44%
3 Months
+4.09%
6 Months
+7.45%
YTD
+7.26%
1 Year
+18.13%
3 Years (annualized)
+11.96%
5 Years (annualized)
+7.76%
10 Years (annualized)
+5.51%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+7.26%
Peer Avg (YTD)
+0.99%
vs Peers
+6.27%

EGRCX Mutual Fund Performance

EGRCX performance across multiple time periods: 1-month 1.44%, YTD 7.26%, 1-year 18.13%, 3-year 11.96%, 5-year 7.76%, 10-year 5.51%.

EGRCX returns outperform the peer average of 0.99% YTD. With an expense ratio of 3.22%, investors should weigh costs against performance when evaluating this mutual fund.

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