ENGRX Mutual Fund

NAV$8.62
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Returns Overview

1 Month
+1.05%
3 Months
+3.35%
6 Months
+9.78%
YTD
+8.27%
1 Year
+12.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ENGRX 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

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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)
+8.27%
Peer Avg (YTD)
+7.20%
vs Peers
+1.07%

ENGRX Mutual Fund Performance

ENGRX performance across multiple time periods: 1-month 1.05%, YTD 8.27%, 1-year 12.79%.

ENGRX returns outperform the peer average of 7.20% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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