EZTGX Mutual Fund

EZTGX Mutual Fund

NAV$63.28
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Returns Overview

1 Month
-0.99%
3 Months
+13.94%
6 Months
+7.30%
YTD
+7.15%
1 Year
+16.38%
3 Years (annualized)
+18.56%
5 Years (annualized)
+10.86%
10 Years (annualized)
+13.82%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.15%
Peer Avg (YTD)
+8.97%
vs Peers
-1.82%

EZTGX Mutual Fund Performance

EZTGX performance across multiple time periods: 1-month -0.99%, YTD 7.15%, 1-year 16.38%, 3-year 18.56%, 5-year 10.86%, 10-year 13.82%.

EZTGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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