ENGIX Mutual Fund

NAV$8.94

Returns Overview

1 Month
+0.23%
3 Months
+5.11%
6 Months
+4.25%
YTD
+4.12%
1 Year
+9.68%
3 Years (annualized)
+9.45%
5 Years (annualized)
+17.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ENGIX 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)
+4.12%
Peer Avg (YTD)
+3.47%
vs Peers
+0.65%

ENGIX Mutual Fund Performance

ENGIX performance across multiple time periods: 1-month 0.23%, YTD 4.12%, 1-year 9.68%, 3-year 9.45%, 5-year 17.57%.

ENGIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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