EPASX Mutual Fund

EPASX Mutual Fund

NAV$12.46
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Returns Overview

1 Month
+1.85%
3 Months
-2.58%
6 Months
-2.11%
YTD
+3.16%
1 Year
+13.53%
3 Years (annualized)
+8.39%
5 Years (annualized)
-0.92%
10 Years (annualized)
+4.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPASX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+3.16%
Peer Avg (YTD)
+17.66%
vs Peers
-14.50%

EPASX Mutual Fund Performance

EPASX performance across multiple time periods: 1-month 1.85%, YTD 3.16%, 1-year 13.53%, 3-year 8.39%, 5-year -0.92%, 10-year 4.88%.

EPASX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

EPASX vs another fund shows side-by-side returns. EPASX alternatives are available in the Mutual Fund Screener.