ERLGX Mutual Fund

ERLGX Mutual Fund

NAV$16.96
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Returns Overview

1 Month
+7.59%
3 Months
+3.36%
6 Months
-2.53%
YTD
-3.88%
1 Year
-0.81%
3 Years (annualized)
+8.03%
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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.88%
Peer Avg (YTD)
+6.23%
vs Peers
-10.12%

ERLGX Mutual Fund Performance

ERLGX performance across multiple time periods: 1-month 7.59%, YTD -3.88%, 1-year -0.81%, 3-year 8.03%, 5-year 5.00%, 10-year 14.08%.

ERLGX returns trail the peer average of 6.23% 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.