ERGMX Mutual Fund

ERGMX Mutual Fund

NAV$9.13
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Returns Overview

1 Month
+0.40%
3 Months
+1.54%
6 Months
+2.64%
YTD
+4.49%
1 Year
+10.57%
3 Years (annualized)
+8.67%
5 Years (annualized)
+6.00%
10 Years (annualized)
+4.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERGMX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+4.49%
Peer Avg (YTD)
+0.12%
vs Peers
+4.37%

ERGMX Mutual Fund Performance

ERGMX performance across multiple time periods: 1-month 0.40%, YTD 4.49%, 1-year 10.57%, 3-year 8.67%, 5-year 6.00%, 10-year 4.48%.

ERGMX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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