ENGAX Mutual Fund

ENGAX Mutual Fund

NAV$8.36
See how much of ENGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.36%
3 Months
+1.85%
6 Months
+3.89%
YTD
+4.42%
1 Year
+8.53%
3 Years (annualized)
+8.97%
5 Years (annualized)
+6.70%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MerQube US 20% Buffer Laddered Index
This Mutual Fund (YTD)
+4.42%
Peer Avg (YTD)
+2.39%
vs Peers
+2.03%

ENGAX Mutual Fund Performance

ENGAX performance across multiple time periods: 1-month 0.36%, YTD 4.42%, 1-year 8.53%, 3-year 8.97%, 5-year 6.70%.

ENGAX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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