ENGCX Mutual Fund

ENGCX Mutual Fund

NAV$7.77
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Returns Overview

1 Month
+0.26%
3 Months
+1.72%
6 Months
+3.49%
YTD
+3.91%
1 Year
+7.69%
3 Years (annualized)
+8.18%
5 Years (annualized)
+5.90%

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)
+3.91%
Peer Avg (YTD)
+2.39%
vs Peers
+1.53%

ENGCX Mutual Fund Performance

ENGCX performance across multiple time periods: 1-month 0.26%, YTD 3.91%, 1-year 7.69%, 3-year 8.18%, 5-year 5.90%.

ENGCX returns outperform the peer average of 2.39% 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.