ENPIX Mutual Fund

ENPIX Mutual Fund

NAV$65.32
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Returns Overview

1 Month
+17.86%
3 Months
-0.82%
6 Months
+24.72%
YTD
+51.11%
1 Year
+57.44%
3 Years (annualized)
+15.05%
5 Years (annualized)
+28.54%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ENPIX 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 Energy Select Sector Index
This Mutual Fund (YTD)
+51.11%
Peer Avg (YTD)
+2.39%
vs Peers
+48.72%

ENPIX Mutual Fund Performance

ENPIX performance across multiple time periods: 1-month 17.86%, YTD 51.11%, 1-year 57.44%, 3-year 15.05%, 5-year 28.54%, 10-year 7.46%.

ENPIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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