EPGIX Mutual Fund

EPGIX Mutual Fund

NAV$21.63
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Returns Overview

1 Month
+30.88%
3 Months
+9.78%
6 Months
-9.61%
YTD
+18.57%
1 Year
+54.33%
3 Years (annualized)
+43.86%
5 Years (annualized)
+20.82%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPGIX 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)
+18.57%
Peer Avg (YTD)
+16.13%
vs Peers
+2.44%

EPGIX Mutual Fund Performance

EPGIX performance across multiple time periods: 1-month 30.88%, YTD 18.57%, 1-year 54.33%, 3-year 43.86%, 5-year 20.82%, 10-year 8.44%.

EPGIX returns outperform the peer average of 16.13% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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