ERGOX Mutual Fund

ERGOX Mutual Fund

NAV$5.23
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Returns Overview

1 Month
-1.44%
3 Months
-1.14%
6 Months
-1.00%
YTD
-0.75%
1 Year
+2.94%
3 Years (annualized)
+4.69%
5 Years (annualized)
+1.31%
10 Years (annualized)
+1.35%

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
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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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.75%
Peer Avg (YTD)
+1.70%
vs Peers
-2.45%

ERGOX Mutual Fund Performance

ERGOX performance across multiple time periods: 1-month -1.44%, YTD -0.75%, 1-year 2.94%, 3-year 4.69%, 5-year 1.31%, 10-year 1.35%.

ERGOX returns trail the peer average of 1.70% YTD. With an expense ratio of 3.01%, investors should weigh costs against performance when evaluating this mutual fund.

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