ENPIX Mutual Fund

ENPIX Mutual Fund

NAV$72.59
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Returns Overview

1 Month
-5.37%
3 Months
+23.44%
6 Months
-0.75%
YTD
+53.50%
1 Year
+58.28%
3 Years (annualized)
+18.21%
5 Years (annualized)
+31.92%
10 Years (annualized)
+8.39%

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)
+53.50%
Peer Avg (YTD)
+5.40%
vs Peers
+48.10%

ENPIX Mutual Fund Performance

ENPIX performance across multiple time periods: 1-month -5.37%, YTD 53.50%, 1-year 58.28%, 3-year 18.21%, 5-year 31.92%, 10-year 8.39%.

ENPIX returns outperform the peer average of 5.40% 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.