ERLGX Mutual Fund

ERLGX Mutual Fund

NAV$16.23
See how much of ERLGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.07%
3 Months
+8.85%
6 Months
+3.20%
YTD
-0.93%
1 Year
+1.04%
3 Years (annualized)
+8.95%
5 Years (annualized)
+5.00%
10 Years (annualized)
+14.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERLGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.93%
Peer Avg (YTD)
+8.51%
vs Peers
-9.44%

ERLGX Mutual Fund Performance

ERLGX performance across multiple time periods: 1-month 3.07%, YTD -0.93%, 1-year 1.04%, 3-year 8.95%, 5-year 5.00%, 10-year 14.08%.

ERLGX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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