EPI ETF

EPI ETF
$43.02
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Returns Overview

1 Month
+0.86%
3 Months
+0.07%
6 Months
-3.59%
YTD
-7.96%
1 Year
-4.54%
3 Years (annualized)
+5.87%
5 Years (annualized)
+6.13%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EPI 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
WisdomTree India Earnings Index
This ETF (YTD)
-7.96%
Peer Avg (YTD)
-5.68%
vs Peers
-2.27%

EPI ETF Performance

EPI performance across multiple time periods: 1-month 0.86%, YTD -7.96%, 1-year -4.54%, 3-year 5.87%, 5-year 6.13%, 10-year 8.66%.

EPI returns trail the peer average of -5.68% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this ETF.

EPI vs another fund shows side-by-side returns. EPI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.86%N/A
3 Months+0.07%N/A
6 Months-3.59%N/A
1 Year-4.54%N/A
3 Years+5.87%N/A
5 Years+6.13%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized