ERGMX Mutual Fund

NAV$9.08

Returns Overview

1 Month
+0.84%
3 Months
+2.45%
6 Months
+4.22%
YTD
+4.08%
1 Year
+10.85%
3 Years (annualized)
+8.60%
5 Years (annualized)
+5.88%
10 Years (annualized)
+4.49%

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
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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+4.08%
Peer Avg (YTD)
+3.23%
vs Peers
+0.85%

ERGMX Mutual Fund Performance

ERGMX performance across multiple time periods: 1-month 0.84%, YTD 4.08%, 1-year 10.85%, 3-year 8.60%, 5-year 5.88%, 10-year 4.49%.

ERGMX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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