ETAGX Mutual Fund

ETAGX Mutual Fund

NAV$62.00
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Returns Overview

1 Month
-8.81%
3 Months
+7.86%
6 Months
+9.83%
YTD
+11.84%
1 Year
+27.09%
3 Years (annualized)
+11.51%
5 Years (annualized)
+2.08%
10 Years (annualized)
+13.02%

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
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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)
+11.84%
Peer Avg (YTD)
+9.54%
vs Peers
+2.30%

ETAGX Mutual Fund Performance

ETAGX performance across multiple time periods: 1-month -8.81%, YTD 11.84%, 1-year 27.09%, 3-year 11.51%, 5-year 2.08%, 10-year 13.02%.

ETAGX returns outperform the peer average of 9.54% 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.