EPIVX Mutual Fund

EPIVX Mutual Fund

NAV$15.08
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Returns Overview

1 Month
+3.28%
3 Months
+5.88%
6 Months
+3.97%
YTD
+5.86%
1 Year
+18.38%
3 Years (annualized)
+21.36%
5 Years (annualized)
+12.86%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPIVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Ex USA Value Index(^MWDXUSV)
This Mutual Fund (YTD)
+5.86%
Peer Avg (YTD)
+8.13%
vs Peers
-2.27%

EPIVX Mutual Fund Performance

EPIVX performance across multiple time periods: 1-month 3.28%, YTD 5.86%, 1-year 18.38%, 3-year 21.36%, 5-year 12.86%, 10-year 9.50%.

EPIVX returns trail the peer average of 8.13% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

EPIVX vs another fund shows side-by-side returns. EPIVX alternatives are available in the Mutual Fund Screener.