EPSPX Mutual Fund

NAV$29.78

Returns Overview

1 Month
+0.51%
3 Months
+13.59%
6 Months
+18.86%
YTD
+18.05%
1 Year
+29.12%
3 Years (annualized)
+20.64%
5 Years (annualized)
+13.06%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPSPX 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 World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+18.05%
Peer Avg (YTD)
+9.49%
vs Peers
+8.56%

EPSPX Mutual Fund Performance

EPSPX performance across multiple time periods: 1-month 0.51%, YTD 18.05%, 1-year 29.12%, 3-year 20.64%, 5-year 13.06%, 10-year 9.80%.

EPSPX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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