ENPSX Mutual Fund

NAV$48.51
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Returns Overview

1 Month
-7.77%
3 Months
-19.81%
6 Months
+27.59%
YTD
+23.78%
1 Year
+37.30%
3 Years (annualized)
+11.77%
5 Years (annualized)
+19.92%
10 Years (annualized)
+4.32%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Energy Select Sector Index
This Mutual Fund (YTD)
+23.78%
Peer Avg (YTD)
+3.47%
vs Peers
+20.30%

ENPSX Mutual Fund Performance

ENPSX performance across multiple time periods: 1-month -7.77%, YTD 23.78%, 1-year 37.30%, 3-year 11.77%, 5-year 19.92%, 10-year 4.32%.

ENPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.65%, investors should weigh costs against performance when evaluating this mutual fund.

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