EGRCX Mutual Fund

EGRCX Mutual Fund

NAV$12.24
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Returns Overview

1 Month
-0.81%
3 Months
+2.08%
6 Months
+4.69%
YTD
+10.04%
1 Year
+14.03%
3 Years (annualized)
+13.55%
5 Years (annualized)
+8.37%
10 Years (annualized)
+5.45%

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)
+10.04%
Peer Avg (YTD)
-0.97%
vs Peers
+11.00%

EGRCX Mutual Fund Performance

EGRCX performance across multiple time periods: 1-month -0.81%, YTD 10.04%, 1-year 14.03%, 3-year 13.55%, 5-year 8.37%, 10-year 5.45%.

EGRCX returns outperform the peer average of -0.97% 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.