ETEGX Mutual Fund

ETEGX Mutual Fund

NAV$14.25
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Returns Overview

1 Month
-0.62%
3 Months
+4.61%
6 Months
+4.76%
YTD
+8.11%
1 Year
+7.18%
3 Years (annualized)
+4.43%
5 Years (annualized)
+2.74%
10 Years (annualized)
+8.46%

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
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)
+8.11%
Peer Avg (YTD)
+15.31%
vs Peers
-7.20%

ETEGX Mutual Fund Performance

ETEGX performance across multiple time periods: 1-month -0.62%, YTD 8.11%, 1-year 7.18%, 3-year 4.43%, 5-year 2.74%, 10-year 8.46%.

ETEGX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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