ERGOX Mutual Fund

NAV$5.22

Returns Overview

1 Month
+0.43%
3 Months
+0.55%
6 Months
+0.70%
YTD
+0.70%
1 Year
+4.12%
3 Years (annualized)
+5.22%
5 Years (annualized)
+1.53%
10 Years (annualized)
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERGOX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+1.92%
vs Peers
-1.22%

ERGOX Mutual Fund Performance

ERGOX performance across multiple time periods: 1-month 0.43%, YTD 0.70%, 1-year 4.12%, 3-year 5.22%, 5-year 1.53%, 10-year 1.52%.

ERGOX returns trail the peer average of 1.92% YTD. With an expense ratio of 3.01%, investors should weigh costs against performance when evaluating this mutual fund.

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