EGFIX Mutual Fund

NAV$4.32

Returns Overview

1 Month
-84.30%
3 Months
-84.76%
6 Months
-85.75%
YTD
-85.73%
1 Year
-84.90%
3 Years
-37.37%
5 Years
-25.22%
10 Years
-2.83%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EGFIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 GrowthIndex(^SP500G:SP)
This Mutual Fund (YTD)
-85.73%
Peer Avg (YTD)
+8.82%
vs Peers
-94.55%

EGFIX Mutual Fund Performance

EGFIX performance across multiple time periods: 1-month -84.30%, YTD -85.73%, 1-year -84.90%, 3-year -37.37%, 5-year -25.22%, 10-year -2.83%.

EGFIX returns trail the peer average of 8.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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