ETAGX Mutual Fund

ETAGX Mutual Fund

NAV$57.75
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Returns Overview

1 Month
-5.19%
3 Months
-3.93%
6 Months
+3.62%
YTD
+6.46%
1 Year
+9.00%
3 Years (annualized)
+17.31%
5 Years (annualized)
+0.64%
10 Years (annualized)
+12.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETAGX 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
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📉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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.46%
Peer Avg (YTD)
+8.01%
vs Peers
-1.54%

ETAGX Mutual Fund Performance

ETAGX performance across multiple time periods: 1-month -5.19%, YTD 6.46%, 1-year 9.00%, 3-year 17.31%, 5-year 0.64%, 10-year 12.86%.

ETAGX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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