ELGAX Mutual Fund

ELGAX Mutual Fund

NAV$6.25
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Returns Overview

1 Month
-1.14%
3 Months
+20.72%
6 Months
+9.58%
YTD
+9.98%
1 Year
+12.15%
3 Years (annualized)
+30.47%
5 Years (annualized)
+20.53%
10 Years (annualized)
+34.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ELGAX 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
PROUpgrade to run
🏦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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+8.97%
vs Peers
+1.01%

ELGAX Mutual Fund Performance

ELGAX performance across multiple time periods: 1-month -1.14%, YTD 9.98%, 1-year 12.15%, 3-year 30.47%, 5-year 20.53%, 10-year 34.15%.

ELGAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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