EPASX Mutual Fund

NAV$12.14

Returns Overview

1 Month
-3.96%
3 Months
-1.08%
6 Months
+1.28%
YTD
+1.28%
1 Year
+12.29%
3 Years (annualized)
+8.50%
5 Years (annualized)
+1.99%
10 Years (annualized)
+8.39%

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
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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+23.08%
vs Peers
-21.80%

EPASX Mutual Fund Performance

EPASX performance across multiple time periods: 1-month -3.96%, YTD 1.28%, 1-year 12.29%, 3-year 8.50%, 5-year 1.99%, 10-year 8.39%.

EPASX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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