Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPGFX (EUROPAC GOLD FUND CLASS A) | -5.37% | 48.49% | 30.65% | 10.93% | 11.20% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPGFX (EUROPAC GOLD FUND CLASS A) | 07/22/2013 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.23 | 48.49 | 30.65 | 10.93 | 11.20 | NA | NA | … | … | -5.37 | 129.07 | 8.51 | 2.31 | -14.00 | -18.06 | 36.99 | 37.25 | -13.85 | 12.67 | 73.02 | -26.65 | -10.82 | -15.60 |
| Sharpe Ratio | NA | 1.12 | 0.84 | 0.27 | 0.31 | NA | NA | … | … | -0.23 | 3.95 | 0.17 | -0.05 | -0.41 | -0.63 | 0.78 | 1.44 | -0.67 | 0.53 | 1.68 | -0.77 | -0.34 | -1.01 |
| Standard Deviation(%) | NA | 39.92 | 32.83 | 32.78 | 32.60 | NA | NA | … | … | 49.38 | 32.12 | 28.09 | 26.25 | 38.05 | 28.88 | 46.71 | 24.84 | 22.78 | 22.78 | 43.25 | 34.60 | 31.68 | 31.09 |
| Draw Down(%) | NA | 28.88 | 28.88 | 47.20 | 51.02 | NA | NA | … | … | 28.88 | 16.21 | 20.62 | 28.46 | 44.99 | 30.41 | 36.44 | 16.01 | 24.62 | 18.21 | 35.30 | 40.29 | 38.86 | 29.06 |
| Yield(%) | 0.00 | 10.07 | 7.85 | 3.85 | 5.35 | 3.66 | 2.75 | … | … | 0.00 | 14.07 | 10.45 | 0.00 | 0.00 | 1.89 | 10.89 | 0.00 | 0.00 | 2.72 | 27.84 | 0.00 | 0.00 | 0.63 |
Data as of 06/11/2026, Common starting date is 07/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPGFX (EUROPAC GOLD FUND CLASS A) |
-12.83%
Sep 2020 – Sep 2023 |
-2.96%
Aug 2013 – Aug 2018 |
0.38%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPGFX (EUROPAC GOLD FUND CLASS A) |
50.97%
Feb 2023 – Feb 2026 |
26.19%
Aug 2015 – Aug 2020 |
20.61%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart