EQPGX Mutual Fund

EQPGX Mutual Fund

NAV$27.80
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Returns Overview

1 Month
-6.79%
6 Months
+0.11%
YTD
+6.77%
1 Year
+5.08%
3 Years (annualized)
+22.81%
5 Years (annualized)
+10.44%
10 Years (annualized)
+18.10%

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)
+6.77%
Peer Avg (YTD)
+4.64%
vs Peers
+2.13%

EQPGX Mutual Fund Performance

EQPGX performance across multiple time periods: 1-month -6.79%, YTD 6.77%, 1-year 5.08%, 3-year 22.81%, 5-year 10.44%, 10-year 18.10%.

EQPGX returns outperform the peer average of 4.64% 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.