ENPSX Mutual Fund

NAV$43.79

Returns Overview

1 Month
-8.91%
3 Months
+0.13%
6 Months
+36.87%
YTD
+34.20%
1 Year
+58.68%
3 Years
+18.50%
5 Years
+23.50%
10 Years
+5.58%

Risk Metrics (1-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)
+34.20%
Peer Avg (YTD)
+4.57%
vs Peers
+29.63%

ENPSX Mutual Fund Performance

ENPSX performance across multiple time periods: 1-month -8.91%, YTD 34.20%, 1-year 58.68%, 3-year 18.50%, 5-year 23.50%, 10-year 5.58%.

ENPSX returns outperform the peer average of 4.57% 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.