EPGFX Mutual Fund

EPGFX Mutual Fund

NAV$22.35
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Returns Overview

1 Month
-3.46%
3 Months
-13.68%
6 Months
-17.89%
YTD
-9.57%
1 Year
+41.25%
3 Years (annualized)
+28.56%
5 Years (annualized)
+12.69%
10 Years (annualized)
+8.22%

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)
-9.57%
Peer Avg (YTD)
-3.00%
vs Peers
-6.57%

EPGFX Mutual Fund Performance

EPGFX performance across multiple time periods: 1-month -3.46%, YTD -9.57%, 1-year 41.25%, 3-year 28.56%, 5-year 12.69%, 10-year 8.22%.

EPGFX returns trail the peer average of -3.00% 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.