ENGIX Mutual Fund

ENGIX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
+1.13%
3 Months
+1.70%
6 Months
+5.16%
YTD
+5.65%
1 Year
+8.73%
3 Years (annualized)
+9.67%
5 Years (annualized)
+6.85%

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
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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)
+5.65%
Peer Avg (YTD)
+4.75%
vs Peers
+0.91%

ENGIX Mutual Fund Performance

ENGIX performance across multiple time periods: 1-month 1.13%, YTD 5.65%, 1-year 8.73%, 3-year 9.67%, 5-year 6.85%.

ENGIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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