ETEGX Mutual Fund

NAV$14.93
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Returns Overview

1 Month
+7.66%
3 Months
+12.20%
6 Months
+9.43%
YTD
+8.78%
1 Year
+5.19%
3 Years (annualized)
+6.13%
5 Years (annualized)
+6.28%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETEGX 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

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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
Russell 1000 Value Index Return
This Mutual Fund (YTD)
+8.78%
Peer Avg (YTD)
+18.52%
vs Peers
-9.74%

ETEGX Mutual Fund Performance

ETEGX performance across multiple time periods: 1-month 7.66%, YTD 8.78%, 1-year 5.19%, 3-year 6.13%, 5-year 6.28%, 10-year 10.82%.

ETEGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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