EGWDX Mutual Fund

EGWDX Mutual Fund

NAV$17.41
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Returns Overview

1 Month
+4.13%
3 Months
+13.19%
6 Months
+1.48%
YTD
+1.24%
1 Year
+10.78%
3 Years (annualized)
+12.67%
5 Years (annualized)
+8.00%
10 Years (annualized)
+13.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGWDX 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)
+1.24%
Peer Avg (YTD)
-1.88%
vs Peers
+3.11%

EGWDX Mutual Fund Performance

EGWDX performance across multiple time periods: 1-month 4.13%, YTD 1.24%, 1-year 10.78%, 3-year 12.67%, 5-year 8.00%, 10-year 13.37%.

EGWDX returns outperform the peer average of -1.88% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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