ENPIX Mutual Fund

NAV$62.38

Returns Overview

1 Month
+21.15%
3 Months
+24.32%
6 Months
+26.23%
YTD
+17.50%
1 Year
+23.31%
3 Years
+5.07%
5 Years
+31.94%
10 Years
+7.35%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ENPIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Energy Select Sector Index(NA)
This Mutual Fund (YTD)
+17.50%
Peer Avg (YTD)
+0.53%
vs Peers
+16.97%

ENPIX Mutual Fund Performance

ENPIX performance across multiple time periods: 1-month 21.15%, YTD 17.50%, 1-year 23.31%, 3-year 5.07%, 5-year 31.94%, 10-year 7.35%.

ENPIX returns outperform the peer average of 0.53% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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