ERSGX Mutual Fund

ERSGX Mutual Fund

NAV$12.54
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Returns Overview

1 Month
-1.86%
3 Months
+4.84%
6 Months
+1.23%
YTD
+5.85%
1 Year
-0.10%
3 Years (annualized)
+4.83%
5 Years (annualized)
+1.78%
10 Years (annualized)
+7.84%

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)
+5.85%
Peer Avg (YTD)
+15.20%
vs Peers
-9.35%

ERSGX Mutual Fund Performance

ERSGX performance across multiple time periods: 1-month -1.86%, YTD 5.85%, 1-year -0.10%, 3-year 4.83%, 5-year 1.78%, 10-year 7.84%.

ERSGX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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