EPIBX Mutual Fund

NAV$8.76

Returns Overview

3 Months
-2.77%
6 Months
-4.05%
YTD
-1.90%
1 Year
+2.10%
3 Years (annualized)
+4.01%
5 Years (annualized)
+1.48%
10 Years (annualized)
+1.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPIBX 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
FTSE Non-US World Government Bond Index(FTSENUWGBI)
This Mutual Fund (YTD)
-1.90%
Peer Avg (YTD)
+0.99%
vs Peers
-2.90%

EPIBX Mutual Fund Performance

EPIBX performance across multiple time periods: YTD -1.90%, 1-year 2.10%, 3-year 4.01%, 5-year 1.48%, 10-year 1.82%.

EPIBX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

EPIBX performance comparison shows side-by-side returns with another fund. EPIBX alternatives are available in the Mutual Fund Screener.