ERSGX Mutual Fund

ERSGX Mutual Fund

NAV$13.84
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Returns Overview

1 Month
+7.54%
3 Months
+12.17%
6 Months
+9.27%
YTD
+8.57%
1 Year
+4.88%
3 Years (annualized)
+5.25%
5 Years (annualized)
+5.69%
10 Years (annualized)
+13.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERSGX 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
Russell 1000 Value Index Return
This Mutual Fund (YTD)
+8.57%
Peer Avg (YTD)
+18.52%
vs Peers
-9.95%

ERSGX Mutual Fund Performance

ERSGX performance across multiple time periods: 1-month 7.54%, YTD 8.57%, 1-year 4.88%, 3-year 5.25%, 5-year 5.69%, 10-year 13.49%.

ERSGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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