EUGAX Mutual Fund

EUGAX Mutual Fund

NAV$25.56
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Returns Overview

1 Month
-11.83%
3 Months
-12.72%
6 Months
-12.31%
YTD
-12.98%
1 Year
-4.87%
3 Years (annualized)
+3.65%
5 Years (annualized)
-2.84%
10 Years (annualized)
+6.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EUGAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Europe Index(^MSCIEI)
This Mutual Fund (YTD)
-12.98%
Peer Avg (YTD)
-2.89%
vs Peers
-10.09%

EUGAX Mutual Fund Performance

EUGAX performance across multiple time periods: 1-month -11.83%, YTD -12.98%, 1-year -4.87%, 3-year 3.65%, 5-year -2.84%, 10-year 6.08%.

EUGAX returns trail the peer average of -2.89% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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