ETEGX Mutual Fund

ETEGX Mutual Fund

NAV$13.58
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Returns Overview

1 Month
-1.93%
3 Months
+4.93%
6 Months
+1.28%
YTD
+6.03%
1 Year
+0.13%
3 Years (annualized)
+5.59%
5 Years (annualized)
+5.44%
10 Years (annualized)
+10.02%

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)
+6.03%
Peer Avg (YTD)
+15.20%
vs Peers
-9.17%

ETEGX Mutual Fund Performance

ETEGX performance across multiple time periods: 1-month -1.93%, YTD 6.03%, 1-year 0.13%, 3-year 5.59%, 5-year 5.44%, 10-year 10.02%.

ETEGX returns trail the peer average of 15.20% 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.