EPGAX Mutual Fund

EPGAX Mutual Fund

NAV$26.14
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Returns Overview

1 Month
+3.66%
3 Months
-2.66%
6 Months
+11.46%
YTD
+10.47%
1 Year
+16.25%
3 Years (annualized)
+20.80%
5 Years (annualized)
+11.31%
10 Years (annualized)
-6.29%

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)
+10.47%
Peer Avg (YTD)
+8.51%
vs Peers
+1.96%

EPGAX Mutual Fund Performance

EPGAX performance across multiple time periods: 1-month 3.66%, YTD 10.47%, 1-year 16.25%, 3-year 20.80%, 5-year 11.31%, 10-year -6.29%.

EPGAX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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