EGRIX Mutual Fund

EGRIX Mutual Fund

NAV$13.00
See how much of EGRIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.63%
3 Months
+2.75%
6 Months
+4.10%
YTD
+8.37%
1 Year
+18.93%
3 Years (annualized)
+13.23%
5 Years (annualized)
+9.00%
10 Years (annualized)
+6.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGRIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+8.37%
Peer Avg (YTD)
+0.25%
vs Peers
+8.12%

EGRIX Mutual Fund Performance

EGRIX performance across multiple time periods: 1-month 0.63%, YTD 8.37%, 1-year 18.93%, 3-year 13.23%, 5-year 9.00%, 10-year 6.59%.

EGRIX returns outperform the peer average of 0.25% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

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