EGRRX Mutual Fund

NAV$12.29

Returns Overview

1 Month
+1.50%
3 Months
+4.20%
6 Months
+7.71%
YTD
+7.52%
1 Year
+18.66%
3 Years (annualized)
+12.50%
5 Years (annualized)
+8.30%
10 Years (annualized)
+6.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGRRX 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
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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)
+7.52%
Peer Avg (YTD)
+0.99%
vs Peers
+6.53%

EGRRX Mutual Fund Performance

EGRRX performance across multiple time periods: 1-month 1.50%, YTD 7.52%, 1-year 18.66%, 3-year 12.50%, 5-year 8.30%, 10-year 6.04%.

EGRRX returns outperform the peer average of 0.99% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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