EPI ETF

$41.25

Returns Overview

1 Month
+1.39%
3 Months
-2.08%
6 Months
+3.39%
YTD
-3.20%
1 Year
+12.65%
3 Years
+13.42%
5 Years
+9.80%
10 Years
+11.90%

Risk Metrics (5-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
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📉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

+1.39%

3 Months Performance

-2.08%

6 Months Performance

+3.39%

1 Year Performance

+12.65%

Benchmark & Peers

Benchmark
WisdomTree India Earnings Index(NA)
This ETF (YTD)
-3.20%
Peer Avg (YTD)
-4.56%
vs Peers
+1.36%

EPI ETF Performance

EPI performance across multiple time periods: 1-month 1.39%, YTD -3.20%, 1-year 12.65%, 3-year 13.42%, 5-year 9.80%, 10-year 11.90%.

EPI returns outperform the peer average of -4.56% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.39%N/A
3 Months-2.08%N/A
6 Months+3.39%N/A
1 Year+12.65%N/A
3 Years+13.42%N/A
5 Years+9.80%N/A

All returns shown are total returns, not annualized