EPBIX Mutual Fund

EPBIX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
+0.79%
3 Months
+0.29%
6 Months
-0.99%
YTD
+0.53%
1 Year
+4.86%
3 Years (annualized)
+4.03%
5 Years (annualized)
+2.06%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPBIX 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
FTSE Non-US World Government Bond Index(FTSENUWGBI)
This Mutual Fund (YTD)
+0.53%
Peer Avg (YTD)
+0.25%
vs Peers
+0.28%

EPBIX Mutual Fund Performance

EPBIX performance across multiple time periods: 1-month 0.79%, YTD 0.53%, 1-year 4.86%, 3-year 4.03%, 5-year 2.06%, 10-year 2.11%.

EPBIX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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