EQPGX Mutual Fund

EQPGX Mutual Fund

NAV$31.46
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Returns Overview

1 Month
+3.68%
3 Months
-2.57%
6 Months
+11.61%
YTD
+10.70%
1 Year
+17.14%
3 Years (annualized)
+25.00%
5 Years (annualized)
+16.41%
10 Years (annualized)
-2.20%

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)
+10.70%
Peer Avg (YTD)
+8.51%
vs Peers
+2.19%

EQPGX Mutual Fund Performance

EQPGX performance across multiple time periods: 1-month 3.68%, YTD 10.70%, 1-year 17.14%, 3-year 25.00%, 5-year 16.41%, 10-year -2.20%.

EQPGX returns outperform the peer average of 8.51% 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.