ENGAX Mutual Fund

NAV$8.34

Returns Overview

1 Month
+0.24%
3 Months
+5.10%
6 Months
+4.04%
YTD
+4.04%
1 Year
+9.28%
3 Years (annualized)
+9.18%
5 Years (annualized)
+17.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ENGAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MerQube US 20% Buffer Laddered Index
This Mutual Fund (YTD)
+4.04%
Peer Avg (YTD)
+3.47%
vs Peers
+0.57%

ENGAX Mutual Fund Performance

ENGAX performance across multiple time periods: 1-month 0.24%, YTD 4.04%, 1-year 9.28%, 3-year 9.18%, 5-year 17.47%.

ENGAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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