EPSKX Mutual Fund

NAV$29.82

Returns Overview

1 Month
+0.44%
3 Months
+13.38%
6 Months
+18.41%
YTD
+17.65%
1 Year
+28.19%
3 Years (annualized)
+22.30%
5 Years (annualized)
+13.64%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPSKX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+17.65%
Peer Avg (YTD)
+9.49%
vs Peers
+8.16%

EPSKX Mutual Fund Performance

EPSKX performance across multiple time periods: 1-month 0.44%, YTD 17.65%, 1-year 28.19%, 3-year 22.30%, 5-year 13.64%, 10-year 9.73%.

EPSKX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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