EPGFX Mutual Fund

EPGFX Mutual Fund

NAV$20.61
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Returns Overview

1 Month
-12.98%
3 Months
+3.19%
6 Months
-10.92%
YTD
-6.68%
1 Year
+11.97%
3 Years (annualized)
+37.39%
5 Years (annualized)
+14.76%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPGFX 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
Nyse Arca Gold Miners Index(^GDMN)
This Mutual Fund (YTD)
-6.68%
Peer Avg (YTD)
-1.80%
vs Peers
-4.89%

EPGFX Mutual Fund Performance

EPGFX performance across multiple time periods: 1-month -12.98%, YTD -6.68%, 1-year 11.97%, 3-year 37.39%, 5-year 14.76%, 10-year 10.45%.

EPGFX returns trail the peer average of -1.80% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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