EGWRX Mutual Fund

EGWRX Mutual Fund

NAV$18.29
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Returns Overview

1 Month
+4.16%
3 Months
+13.33%
6 Months
+1.69%
YTD
+1.46%
1 Year
+11.17%
3 Years (annualized)
+10.76%
5 Years (annualized)
+3.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EGWRX 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
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📉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)
+1.46%
Peer Avg (YTD)
-1.88%
vs Peers
+3.34%

EGWRX Mutual Fund Performance

EGWRX performance across multiple time periods: 1-month 4.16%, YTD 1.46%, 1-year 11.17%, 3-year 10.76%, 5-year 3.74%.

EGWRX returns outperform the peer average of -1.88% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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