ENPSX Mutual Fund

ENPSX Mutual Fund

NAV$56.59
See how much of ENPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+17.76%
3 Months
-1.06%
6 Months
+24.13%
YTD
+50.25%
1 Year
+55.93%
3 Years (annualized)
+13.91%
5 Years (annualized)
+27.26%
10 Years (annualized)
+6.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ENPSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+50.25%
Peer Avg (YTD)
+2.39%
vs Peers
+47.86%

ENPSX Mutual Fund Performance

ENPSX performance across multiple time periods: 1-month 17.76%, YTD 50.25%, 1-year 55.93%, 3-year 13.91%, 5-year 27.26%, 10-year 6.40%.

ENPSX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.65%, investors should weigh costs against performance when evaluating this mutual fund.

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