ENPSX Mutual Fund

ENPSX Mutual Fund

NAV$61.01
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Returns Overview

1 Month
-5.42%
3 Months
+23.14%
6 Months
-1.25%
YTD
+52.42%
1 Year
+56.79%
3 Years (annualized)
+17.03%
5 Years (annualized)
+30.61%
10 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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
S&P Energy Select Sector Index
This Mutual Fund (YTD)
+52.42%
Peer Avg (YTD)
+5.40%
vs Peers
+47.02%

ENPSX Mutual Fund Performance

ENPSX performance across multiple time periods: 1-month -5.42%, YTD 52.42%, 1-year 56.79%, 3-year 17.03%, 5-year 30.61%, 10-year 7.31%.

ENPSX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.65%, investors should weigh costs against performance when evaluating this mutual fund.

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