EGWCX Mutual Fund

EGWCX Mutual Fund

NAV$10.71
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Returns Overview

1 Month
+4.04%
3 Months
+12.94%
6 Months
+1.05%
YTD
+0.86%
1 Year
+9.89%
3 Years (annualized)
+12.77%
5 Years (annualized)
+8.70%
10 Years (annualized)
+14.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGWCX 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)
+0.86%
Peer Avg (YTD)
-1.88%
vs Peers
+2.74%

EGWCX Mutual Fund Performance

EGWCX performance across multiple time periods: 1-month 4.04%, YTD 0.86%, 1-year 9.89%, 3-year 12.77%, 5-year 8.70%, 10-year 14.05%.

EGWCX returns outperform the peer average of -1.88% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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