EGRSX Mutual Fund

EGRSX Mutual Fund

NAV$12.90
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Returns Overview

1 Month
+0.56%
3 Months
+2.76%
6 Months
+4.11%
YTD
+8.39%
1 Year
+18.99%
3 Years (annualized)
+13.25%
5 Years (annualized)
+9.03%
10 Years (annualized)
+6.65%

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
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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)
+8.39%
Peer Avg (YTD)
+0.25%
vs Peers
+8.14%

EGRSX Mutual Fund Performance

EGRSX performance across multiple time periods: 1-month 0.56%, YTD 8.39%, 1-year 18.99%, 3-year 13.25%, 5-year 9.03%, 10-year 6.65%.

EGRSX returns outperform the peer average of 0.25% YTD. With an expense ratio of 2.19%, investors should weigh costs against performance when evaluating this mutual fund.

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