EQPGX Mutual Fund

EQPGX Mutual Fund

NAV$29.12
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Returns Overview

1 Month
-5.34%
3 Months
+0.11%
6 Months
+6.21%
YTD
+6.77%
1 Year
+12.76%
3 Years (annualized)
+19.41%
5 Years (annualized)
+11.78%
10 Years (annualized)
+17.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQPGX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+6.23%
vs Peers
+0.54%

EQPGX Mutual Fund Performance

EQPGX performance across multiple time periods: 1-month -5.34%, YTD 6.77%, 1-year 12.76%, 3-year 19.41%, 5-year 11.78%, 10-year 17.89%.

EQPGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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