ENPSX Mutual Fund

NAV$52.69

Returns Overview

1 Month
+21.04%
3 Months
+24.00%
6 Months
+25.63%
YTD
+17.43%
1 Year
+22.09%
3 Years
+4.02%
5 Years
+30.60%
10 Years
+6.29%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ENPSX 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)
+17.43%
Peer Avg (YTD)
+0.53%
vs Peers
+16.89%

ENPSX Mutual Fund Performance

ENPSX performance across multiple time periods: 1-month 21.04%, YTD 17.43%, 1-year 22.09%, 3-year 4.02%, 5-year 30.60%, 10-year 6.29%.

ENPSX returns outperform the peer average of 0.53% YTD. With an expense ratio of 2.65%, investors should weigh costs against performance when evaluating this mutual fund.

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