EPLIX Mutual Fund

NAV$26.28

Returns Overview

1 Month
+1.90%
3 Months
+11.16%
6 Months
+14.70%
YTD
+13.98%
1 Year
+22.62%
3 Years (annualized)
+16.29%
5 Years (annualized)
+10.91%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPLIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+13.98%
Peer Avg (YTD)
+9.49%
vs Peers
+4.49%

EPLIX Mutual Fund Performance

EPLIX performance across multiple time periods: 1-month 1.90%, YTD 13.98%, 1-year 22.62%, 3-year 16.29%, 5-year 10.91%, 10-year 9.97%.

EPLIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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