ENGCX Mutual Fund

NAV$7.76

Returns Overview

1 Month
+0.13%
3 Months
+4.92%
6 Months
+3.64%
YTD
+3.64%
1 Year
+8.47%
3 Years (annualized)
+8.39%
5 Years (annualized)
+16.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ENGCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MerQube US 20% Buffer Laddered Index
This Mutual Fund (YTD)
+3.64%
Peer Avg (YTD)
+3.47%
vs Peers
+0.17%

ENGCX Mutual Fund Performance

ENGCX performance across multiple time periods: 1-month 0.13%, YTD 3.64%, 1-year 8.47%, 3-year 8.39%, 5-year 16.72%.

ENGCX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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