ENGLX Mutual Fund

NAV$8.62

Returns Overview

1 Month
+0.23%
3 Months
+5.05%
6 Months
+4.15%
YTD
+4.02%
1 Year
+9.36%
3 Years (annualized)
+9.25%
5 Years (annualized)
+18.28%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MerQube US 20% Buffer Laddered Index
This Mutual Fund (YTD)
+4.02%
Peer Avg (YTD)
+3.47%
vs Peers
+0.55%

ENGLX Mutual Fund Performance

ENGLX performance across multiple time periods: 1-month 0.23%, YTD 4.02%, 1-year 9.36%, 3-year 9.25%, 5-year 18.28%.

ENGLX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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