EPGFX Mutual Fund

EPGFX Mutual Fund

NAV$20.76
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Returns Overview

1 Month
-9.41%
3 Months
+14.49%
6 Months
+1.49%
YTD
+7.24%
1 Year
+20.08%
3 Years (annualized)
+43.51%
5 Years (annualized)
+20.52%
10 Years (annualized)
+12.75%

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
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
Nyse Arca Gold Miners Index(^GDMN)
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+7.76%
vs Peers
-0.52%

EPGFX Mutual Fund Performance

EPGFX performance across multiple time periods: 1-month -9.41%, YTD 7.24%, 1-year 20.08%, 3-year 43.51%, 5-year 20.52%, 10-year 12.75%.

EPGFX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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