EPGIX Mutual Fund

NAV$20.22

Returns Overview

1 Month
-13.16%
3 Months
-11.31%
6 Months
-6.21%
YTD
-6.21%
1 Year
+46.94%
3 Years (annualized)
+32.07%
5 Years (annualized)
+13.84%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Nyse Arca Gold Miners Index(^GDMN)
This Mutual Fund (YTD)
-6.21%
Peer Avg (YTD)
-2.18%
vs Peers
-4.02%

EPGIX Mutual Fund Performance

EPGIX performance across multiple time periods: 1-month -13.16%, YTD -6.21%, 1-year 46.94%, 3-year 32.07%, 5-year 13.84%.

EPGIX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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