EPGFX vs. ^GSPC
Compare and contrast key facts about EuroPac Gold Fund (EPGFX) and S&P 500 (^GSPC).
EPGFX is managed by Euro Pacific Asset Management. It was launched on Jul 18, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPGFX or ^GSPC.
Correlation
The correlation between EPGFX and ^GSPC is -0.67. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
EPGFX vs. ^GSPC - Performance Comparison
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Key characteristics
EPGFX:
46.84%
^GSPC:
19.55%
EPGFX:
-3.21%
^GSPC:
-56.78%
EPGFX:
-3.21%
^GSPC:
-5.65%
Returns By Period
EPGFX
N/A
N/A
N/A
N/A
N/A
N/A
^GSPC
-1.44%
8.08%
-3.32%
10.99%
15.15%
10.61%
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Risk-Adjusted Performance
EPGFX vs. ^GSPC — Risk-Adjusted Performance Rank
EPGFX
^GSPC
EPGFX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EuroPac Gold Fund (EPGFX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Drawdowns
EPGFX vs. ^GSPC - Drawdown Comparison
The maximum EPGFX drawdown since its inception was -3.21%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for EPGFX and ^GSPC. For additional features, visit the drawdowns tool.
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Volatility
EPGFX vs. ^GSPC - Volatility Comparison
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