EPSYX Mutual Fund

NAV$29.55

Returns Overview

1 Month
+2.25%
3 Months
+7.10%
6 Months
+13.57%
YTD
+18.82%
1 Year
+29.39%
3 Years (annualized)
+20.96%
5 Years (annualized)
+13.34%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPSYX 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)
+18.82%
Peer Avg (YTD)
+9.49%
vs Peers
+9.33%

EPSYX Mutual Fund Performance

EPSYX performance across multiple time periods: 1-month 2.25%, YTD 18.82%, 1-year 29.39%, 3-year 20.96%, 5-year 13.34%, 10-year 10.07%.

EPSYX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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