EGWAX Mutual Fund

EGWAX Mutual Fund

NAV$13.85
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Returns Overview

1 Month
+4.12%
3 Months
+13.09%
6 Months
+1.41%
YTD
+1.19%
1 Year
+10.62%
3 Years (annualized)
+12.99%
5 Years (annualized)
+8.47%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGWAX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
-1.88%
vs Peers
+3.06%

EGWAX Mutual Fund Performance

EGWAX performance across multiple time periods: 1-month 4.12%, YTD 1.19%, 1-year 10.62%, 3-year 12.99%, 5-year 8.47%, 10-year 9.97%.

EGWAX returns outperform the peer average of -1.88% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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