EPGIX Mutual Fund

EPGIX Mutual Fund

NAV$24.48
See how much of EPGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.42%
3 Months
-13.60%
6 Months
-17.76%
YTD
-9.41%
1 Year
+41.61%
3 Years (annualized)
+28.91%
5 Years (annualized)
+12.97%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-9.41%
Peer Avg (YTD)
-3.00%
vs Peers
-6.41%

EPGIX Mutual Fund Performance

EPGIX performance across multiple time periods: 1-month -3.42%, YTD -9.41%, 1-year 41.61%, 3-year 28.91%, 5-year 12.97%, 10-year 8.44%.

EPGIX returns trail the peer average of -3.00% 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.