EQPGX Mutual Fund

NAV$29.76

Returns Overview

1 Month
-0.72%
3 Months
+19.83%
6 Months
+13.34%
YTD
+12.79%
1 Year
+23.31%
3 Years (annualized)
+26.98%
5 Years (annualized)
+18.27%
10 Years (annualized)
+33.82%

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

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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+12.79%
Peer Avg (YTD)
+8.97%
vs Peers
+3.82%

EQPGX Mutual Fund Performance

EQPGX performance across multiple time periods: 1-month -0.72%, YTD 12.79%, 1-year 23.31%, 3-year 26.98%, 5-year 18.27%, 10-year 33.82%.

EQPGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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