ENPIX Mutual Fund

ENPIX Mutual Fund

NAV$57.62
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Returns Overview

1 Month
-7.70%
3 Months
-19.59%
6 Months
+28.21%
YTD
+24.35%
1 Year
+38.62%
3 Years (annualized)
+12.88%
5 Years (annualized)
+21.13%
10 Years (annualized)
+5.35%

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)
+24.35%
Peer Avg (YTD)
+3.47%
vs Peers
+20.88%

ENPIX Mutual Fund Performance

ENPIX performance across multiple time periods: 1-month -7.70%, YTD 24.35%, 1-year 38.62%, 3-year 12.88%, 5-year 21.13%, 10-year 5.35%.

ENPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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