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EuroPac Gold A (EPGFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.08-0.05 (-0.49%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.92%
5-year average return7.48%
Number of years up5
Number of years down5
Best 1-yr total return (6 May 2024)73.02%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return73.02%
Worst 3-yr total return-10.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEPGFXCategory
YTD6.02%-4.69%
1-month4.01%-11.76%
3-month14.12%6.45%
1-year-6.72%11.83%
3-year-5.67%16.23%
5-year6.85%5.29%
10-year3.47%-4.43%
Last bull market13.94%-13.05%
Last bear market-27.51%-16.06%

Annual total return (%) history

Year
EPGFXCategory
2024
N/AN/A
2023
2.31%N/A
2022
-14.00%N/A
2021
-18.04%N/A
2020
37.02%34.38%
2019
37.25%38.98%
2018
-13.85%-17.80%
2017
12.67%11.33%
2016
73.02%54.81%
2015
-26.65%-23.25%
2014
-10.82%-10.03%
2013
N/A-48.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.94%N/AN/AN/A
202314.19%-8.86%-11.42%10.98%
202213.15%-27.51%-11.76%18.82%
2021-13.60%2.88%-14.27%7.55%
2020-26.67%62.21%12.97%1.97%
20198.89%7.08%3.25%14.01%
2018-5.07%2.97%-14.63%3.24%
20179.27%-2.38%8.00%-2.20%
201637.05%54.86%-0.08%-18.40%
2015-5.01%-3.33%-17.96%-2.63%
201413.06%9.99%-17.79%-12.77%
2013-12.49%N/AN/AN/A

Rank in category (by total return)

YTD69
1-month60
3-month80
1-year84
3-year73
5-year80

Load adjusted returns

1-year-10.91%
3-year-7.11%
5-year5.87%
10-year2.99%