EPU ETF

$85.58

Returns Overview

1 Month
+8.25%
3 Months
+44.68%
6 Months
+74.96%
YTD
+29.39%
1 Year
+133.57%
3 Years
+53.21%
5 Years
+25.30%
10 Years
+19.32%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EPU 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

+8.25%

3 Months Performance

+44.68%

6 Months Performance

+74.96%

1 Year Performance

+133.57%

Benchmark & Peers

Benchmark
MSCI All Peru Capped Index(^M1PECAPD)
This ETF (YTD)
+29.39%
Peer Avg (YTD)
+26.70%
vs Peers
+2.69%

EPU ETF Performance

EPU performance across multiple time periods: 1-month 8.25%, YTD 29.39%, 1-year 133.57%, 3-year 53.21%, 5-year 25.30%, 10-year 19.32%.

EPU returns outperform the peer average of 26.70% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+8.25%N/A
3 Months+44.68%N/A
6 Months+74.96%N/A
1 Year+133.57%N/A
3 Years+53.21%N/A
5 Years+25.30%N/A

All returns shown are total returns, not annualized