ENGYX Mutual Fund

ENGYX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
+0.33%
3 Months
+2.01%
6 Months
+4.11%
YTD
+4.59%
1 Year
+9.09%
3 Years (annualized)
+9.48%
5 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ENGYX 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
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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)
+4.59%
Peer Avg (YTD)
+2.39%
vs Peers
+2.20%

ENGYX Mutual Fund Performance

ENGYX performance across multiple time periods: 1-month 0.33%, YTD 4.59%, 1-year 9.09%, 3-year 9.48%, 5-year 7.21%.

ENGYX returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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