EPU ETF

$90.74

Returns Overview

1 Month
-2.15%
3 Months
+3.58%
6 Months
+16.94%
YTD
+16.19%
1 Year
+71.77%
3 Years (annualized)
+44.37%
5 Years (annualized)
+28.29%
10 Years (annualized)
+13.89%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EPU 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 All Peru Capped Index(^M1PECAPD)
This ETF (YTD)
+16.19%
Peer Avg (YTD)
-2.18%
vs Peers
+18.37%

EPU ETF Performance

EPU performance across multiple time periods: 1-month -2.15%, YTD 16.19%, 1-year 71.77%, 3-year 44.37%, 5-year 28.29%, 10-year 13.89%.

EPU returns outperform the peer average of -2.18% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.15%N/A
3 Months+3.58%N/A
6 Months+16.94%N/A
1 Year+71.77%N/A
3 Years+44.37%N/A
5 Years+28.29%N/A

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