EPGCX Mutual Fund

EPGCX Mutual Fund

NAV$17.45
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Returns Overview

1 Month
-5.40%
3 Months
-0.12%
6 Months
+5.72%
YTD
+6.18%
1 Year
+12.06%
3 Years (annualized)
+18.20%
5 Years (annualized)
+10.65%
10 Years (annualized)
+16.69%

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
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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)
+6.18%
Peer Avg (YTD)
+6.23%
vs Peers
-0.05%

EPGCX Mutual Fund Performance

EPGCX performance across multiple time periods: 1-month -5.40%, YTD 6.18%, 1-year 12.06%, 3-year 18.20%, 5-year 10.65%, 10-year 16.69%.

EPGCX returns trail the peer average of 6.23% 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.