ENGCX Mutual Fund

ENGCX Mutual Fund

NAV$7.83
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Returns Overview

1 Month
+1.04%
3 Months
+1.43%
6 Months
+4.71%
YTD
+4.99%
1 Year
+7.61%
3 Years (annualized)
+8.57%
5 Years (annualized)
+5.77%

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
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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
MerQube US 20% Buffer Laddered Index
This Mutual Fund (YTD)
+4.99%
Peer Avg (YTD)
+4.75%
vs Peers
+0.25%

ENGCX Mutual Fund Performance

ENGCX performance across multiple time periods: 1-month 1.04%, YTD 4.99%, 1-year 7.61%, 3-year 8.57%, 5-year 5.77%.

ENGCX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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