EPSIX ETF

$26.04

Returns Overview

1 Month
+5.61%
3 Months
+11.29%
6 Months
+16.70%
YTD
+9.65%
1 Year
+26.82%
3 Years
+19.38%
5 Years
+13.55%
10 Years
+10.01%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EPSIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World High Dividend Yield Index(M7WOEDY)
This ETF (YTD)
+9.65%
Peer Avg (YTD)
+5.12%
vs Peers
+4.53%

EPSIX ETF Performance

EPSIX performance across multiple time periods: 1-month 5.61%, YTD 9.65%, 1-year 26.82%, 3-year 19.38%, 5-year 13.55%, 10-year 10.01%.

EPSIX returns outperform the peer average of 5.12% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.61%N/A
3 Months+11.29%N/A
6 Months+16.70%N/A
1 Year+26.82%N/A
3 Years+19.38%N/A
5 Years+13.55%N/A

All returns shown are total returns, not annualized