EPI ETF

$42.62

Returns Overview

1 Month
-0.02%
3 Months
-1.48%
6 Months
-4.18%
YTD
-8.97%
1 Year
-9.95%
3 Years (annualized)
+7.36%
5 Years (annualized)
+6.35%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EPI 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

-0.02%

3 Months Performance

-1.48%

6 Months Performance

-4.18%

1 Year Performance

-9.95%

Benchmark & Peers

Benchmark
WisdomTree India Earnings Index
This ETF (YTD)
-8.97%
Peer Avg (YTD)
-6.65%
vs Peers
-2.32%

EPI ETF Performance

EPI performance across multiple time periods: 1-month -0.02%, YTD -8.97%, 1-year -9.95%, 3-year 7.36%, 5-year 6.35%, 10-year 9.18%.

EPI returns trail the peer average of -6.65% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this ETF.

EPI performance comparison shows side-by-side returns with another fund. EPI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.02%Jun 29, 2026 to Jul 28, 2026
3 Months-1.48%Apr 28, 2026 to Jul 28, 2026
6 Months-4.18%Jan 28, 2026 to Jul 28, 2026
1 Year-9.95%N/A
3 Years+7.36%N/A
5 Years+6.35%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized