EPGAX Mutual Fund

EPGAX Mutual Fund

NAV$25.27
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Returns Overview

1 Month
-0.74%
3 Months
+19.76%
6 Months
+13.25%
YTD
+12.64%
1 Year
+23.14%
3 Years (annualized)
+27.28%
5 Years (annualized)
+18.64%
10 Years (annualized)
+45.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPGAX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+12.64%
Peer Avg (YTD)
+8.97%
vs Peers
+3.67%

EPGAX Mutual Fund Performance

EPGAX performance across multiple time periods: 1-month -0.74%, YTD 12.64%, 1-year 23.14%, 3-year 27.28%, 5-year 18.64%, 10-year 45.89%.

EPGAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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