EPGCX Mutual Fund

EPGCX Mutual Fund

NAV$18.51
See how much of EPGCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.57%
3 Months
-2.84%
6 Months
+11.02%
YTD
+9.97%
1 Year
+15.36%
3 Years (annualized)
+19.89%
5 Years (annualized)
+10.46%
10 Years (annualized)
-7.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPGCX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+8.51%
vs Peers
+1.46%

EPGCX Mutual Fund Performance

EPGCX performance across multiple time periods: 1-month 3.57%, YTD 9.97%, 1-year 15.36%, 3-year 19.89%, 5-year 10.46%, 10-year -7.01%.

EPGCX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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