EPSRX Mutual Fund

NAV$29.06

Returns Overview

1 Month
+2.22%
3 Months
+7.07%
6 Months
+13.52%
YTD
+18.81%
1 Year
+29.57%
3 Years (annualized)
+20.97%
5 Years (annualized)
+13.39%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPSRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+18.81%
Peer Avg (YTD)
+9.49%
vs Peers
+9.32%

EPSRX Mutual Fund Performance

EPSRX performance across multiple time periods: 1-month 2.22%, YTD 18.81%, 1-year 29.57%, 3-year 20.97%, 5-year 13.39%, 10-year 10.07%.

EPSRX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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