ENGLX Mutual Fund

ENGLX Mutual Fund

NAV$8.63
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Returns Overview

1 Month
+0.35%
3 Months
+1.90%
6 Months
+3.88%
YTD
+4.39%
1 Year
+8.63%
3 Years (annualized)
+8.99%
5 Years (annualized)
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ENGLX 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)
+4.39%
Peer Avg (YTD)
+2.39%
vs Peers
+2.00%

ENGLX Mutual Fund Performance

ENGLX performance across multiple time periods: 1-month 0.35%, YTD 4.39%, 1-year 8.63%, 3-year 8.99%, 5-year 7.39%.

ENGLX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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