Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPGIX (Investment Managers Series Trust Europac Gold Fd Cl I) | -3.75% | 47.77% | 31.12% | 11.49% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPGIX (Investment Managers Series Trust Europac Gold Fd Cl I) | 11/21/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.89 | 47.77 | 31.12 | 11.49 | NA | NA | NA | … | … | -3.75 | 129.72 | 8.80 | 2.51 | -13.84 | -17.82 | 37.42 | 37.47 | 3.79 |
| Sharpe Ratio | NA | 1.97 | 1.06 | 0.35 | NA | NA | NA | … | … | 0.38 | 3.98 | 0.18 | -0.04 | -0.40 | -0.62 | 0.79 | 1.46 | 1.44 |
| Standard Deviation(%) | NA | 39.07 | 32.41 | 32.51 | NA | NA | NA | … | … | 48.44 | 32.04 | 28.01 | 26.24 | 37.99 | 28.88 | 46.61 | 24.73 | 30.31 |
| Draw Down(%) | NA | 28.88 | 28.88 | 47.34 | NA | NA | NA | … | … | 28.88 | 16.22 | 20.66 | 28.34 | 44.85 | 30.23 | 36.40 | 15.88 | 4.88 |
| Yield(%) | 0.00 | 9.99 | 7.91 | 3.96 | 5.20 | 3.47 | 2.60 | … | … | 0.00 | 14.30 | 10.65 | 0.00 | 0.00 | 2.08 | 11.11 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPGIX (Investment Managers Series Trust Europac Gold Fd Cl I) |
-12.61%
Sep 2020 – Sep 2023 |
1.60%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPGIX (Investment Managers Series Trust Europac Gold Fd Cl I) |
51.35%
Feb 2023 – Feb 2026 |
22.85%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart