EZTGX Mutual Fund

EZTGX Mutual Fund

NAV$62.14
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Returns Overview

1 Month
+1.74%
3 Months
+1.12%
6 Months
+10.32%
YTD
+9.44%
1 Year
+14.60%
3 Years (annualized)
+18.59%
5 Years (annualized)
+10.26%
10 Years (annualized)
+13.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EZTGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+8.51%
vs Peers
+0.93%

EZTGX Mutual Fund Performance

EZTGX performance across multiple time periods: 1-month 1.74%, YTD 9.44%, 1-year 14.60%, 3-year 18.59%, 5-year 10.26%, 10-year 13.60%.

EZTGX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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