ETAGX Mutual Fund

NAV$63.51

Returns Overview

1 Month
+8.02%
3 Months
+31.76%
6 Months
+22.65%
YTD
+21.53%
1 Year
+39.58%
3 Years (annualized)
+16.80%
5 Years (annualized)
+6.79%
10 Years (annualized)
+16.43%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+21.53%
Peer Avg (YTD)
+10.82%
vs Peers
+10.71%

ETAGX Mutual Fund Performance

ETAGX performance across multiple time periods: 1-month 8.02%, YTD 21.53%, 1-year 39.58%, 3-year 16.80%, 5-year 6.79%, 10-year 16.43%.

ETAGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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