ENPSX Mutual Fund

ENPSX Mutual Fund

NAV$56.00
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Returns Overview

1 Month
+10.57%
3 Months
+20.09%
6 Months
+20.25%
YTD
+66.13%
1 Year
+64.23%
3 Years (annualized)
+17.03%
5 Years (annualized)
+30.61%
10 Years (annualized)
+7.31%

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
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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)
+66.13%
Peer Avg (YTD)
+4.75%
vs Peers
+61.38%

ENPSX Mutual Fund Performance

ENPSX performance across multiple time periods: 1-month 10.57%, YTD 66.13%, 1-year 64.23%, 3-year 17.03%, 5-year 30.61%, 10-year 7.31%.

ENPSX returns outperform the peer average of 4.75% 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.