EGRSX Mutual Fund

NAV$12.74

Returns Overview

1 Month
+1.53%
3 Months
+4.39%
6 Months
+7.98%
YTD
+7.79%
1 Year
+19.28%
3 Years (annualized)
+13.10%
5 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGRSX 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)
+7.79%
Peer Avg (YTD)
+0.99%
vs Peers
+6.80%

EGRSX Mutual Fund Performance

EGRSX performance across multiple time periods: 1-month 1.53%, YTD 7.79%, 1-year 19.28%, 3-year 13.10%, 5-year 8.88%.

EGRSX returns outperform the peer average of 0.99% YTD. With an expense ratio of 2.19%, investors should weigh costs against performance when evaluating this mutual fund.

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