EPLDX Mutual Fund

EPLDX Mutual Fund

NAV$27.02
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Returns Overview

1 Month
+5.10%
3 Months
+3.06%
6 Months
+10.57%
YTD
+20.25%
1 Year
+23.52%
3 Years (annualized)
+22.17%
5 Years (annualized)
+12.44%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPLDX 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
PROUpgrade to run
📉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 USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+20.25%
Peer Avg (YTD)
+14.61%
vs Peers
+5.63%

EPLDX Mutual Fund Performance

EPLDX performance across multiple time periods: 1-month 5.10%, YTD 20.25%, 1-year 23.52%, 3-year 22.17%, 5-year 12.44%, 10-year 11.83%.

EPLDX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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