EPGFX Mutual Fund

NAV$18.08

Returns Overview

1 Month
+0.95%
3 Months
-17.52%
6 Months
-24.95%
YTD
-8.46%
1 Year
+46.53%
3 Years (annualized)
+31.77%
5 Years (annualized)
+13.56%
10 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPGFX 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
Nyse Arca Gold Miners Index(^GDMN)
This Mutual Fund (YTD)
-8.46%
Peer Avg (YTD)
-2.18%
vs Peers
-6.27%

EPGFX Mutual Fund Performance

EPGFX performance across multiple time periods: 1-month 0.95%, YTD -8.46%, 1-year 46.53%, 3-year 31.77%, 5-year 13.56%, 10-year 9.59%.

EPGFX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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